What’s New

Admins can now create custom forms with predefined filters for lookups in the form, making it easier for end users to select only relevant items.

Benefits

• Streamlines the user experience for end users, allowing for quicker and easier selection of items
• Improves performance
• Avoids mistakes

How it Works

1. Create a Custom Action in Configurations.
2. Under User Input, enable Request values or confirmation from user.
3. Enter a name for the dialog box with instructions for the user.
4. Define as many variables (filters) as needed:
1. Enter Label and Variable Name values. 
2. For Type, select Reference to Object and select the object type.
3. Under Lookup Filter, click Add.
4. (Optional) Display Label - Enter a label that better describes the filter, especially if you are creating very customized and/or formula-based filters. 
   
   
   
5. Add the Lookup rule, which predefines the filtered values, which the user will be able to choose. Select the object, operator and items/values.
   If you want to use formula-based filters, click Switch to Advanced. Define advanced formulas using the formula editor.
   Note: Some functions, although visible in the editor, are not yet functional in lookup filters.
5. Complete the custom form settings. Save and enable the Custom Action.

In the following example, a custom action to create a Project requires that the end user selects a parent Project from a predefined list of Projects.

The Lookup rule defining which parent Projects to include

Triggering the Custom Action: The list of parent Projects is already filtered for the end user.

Basic and advanced lookup filters in a custom form for creating a Project

 See also:

• Matching Current User Fields in Filtered Lookup Filters
• Multiple Rules for Lookup Filters, and field selection from Source, Target or User