Restrict field values on Interaction Related Record

[krishnagopal_sn]

Hello team,

I have a requirement to create a button on the Interaction table. When clicked, it should open the form for a related record in the Interaction table. On this form, there is a field called "Document Table" of type "Table Name." I want to restrict the values shown in this field to only display tables related to HR.

[The Machine]

One thing that comes to mind is a query business rule based on very specific conditions as interactions should be able to associate with pretty much any task record not just HR.  Another is to extend the interaction table and make a new table like HR Interactions.  And then you can do all of your customization needs on that table instead of the base interaction table.

Just my 2 cents.

[Mark Manders]

You can just put a reference qualifier on the field (or, if it's also used in other processes, use a dictionary override).