Apply dynamic data filter to Link Fields

Who can use this feature?

👤  Available on all plans

You can now apply dynamic filters to your linked fields.

 

For example, if you’re assigning tickets to different people in your organization, you can first specify the team you’d like to assign a ticket to, and then when you come to assign a person to the ticket, you will only see people from the chosen team.

 

The two fields need to be the same field type.

Enable dynamic data filter

  1. Click  Manage fields and data
  2. Select the arrow on the link field where you’d like to apply the filter
  3. Tick Limit the records which can be selected
  4. Choose the field you want the filter in the linked table
  5. Scroll down and select the operator ‘is current record’s’
  6. Select the field in the current record you’d like the filter to check

dynamic

Troubleshooting

If the filter is not working for specific users, check the users can 'read' the field used in the data filter.

Related articles

Applying table data filters List: Filter

List: Inline Filter

List: Relative Date Filtering