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Anonymous
Not applicable

Need to filter lookup based on selected item in another lookup

I created a client entity that only includes client name.  I also created a project entity that includes project name and the name of the client that they are assigned to.  I then created a third entity that includes two lookups in the form screen, client and project.  I want the project lookup to filter to show only projects that are assigned to the client selected in the client lookup.  I believe the formula should be similar to LookUp(Projects, Projects.ClientName = ClientLookup.Text).  ".Text" was not allowed (the error said "Invalid Name"), so I changed it to ".Selected".  Also "=" gave an "Invalid argument type" error.  (I may need to use a Filter formula instead of a Lookup formula.)

How do I get the project lookup to correctly filter based on the selected client?

 

Thanks in advance!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Need to filter lookup based on selected item in another lookup

Hi @Anonymous,

 

Do you have the clientLookup configrued with a dropdown control?

If yes, then we could modify the formula as below:

LookUp(Projects, Projects.ClientName = ClientLookup.Selected.Value)

Besides, it would be more helpful if you could share a screenshot of the screen yo uare working with.

 

Regards,

Michael

Community Support Team _ Michael Shao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Community Support Team
Community Support Team

Re: Need to filter lookup based on selected item in another lookup

Hi @Anonymous,

 

Do you have the clientLookup configrued with a dropdown control?

If yes, then we could modify the formula as below:

LookUp(Projects, Projects.ClientName = ClientLookup.Selected.Value)

Besides, it would be more helpful if you could share a screenshot of the screen yo uare working with.

 

Regards,

Michael

Community Support Team _ Michael Shao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

nickduxfield
Level 8

Re: Need to filter lookup based on selected item in another lookup

Based on v-micsh-msft

 

If you are usimng a SharePoint list, you may also need to identify the ID of ther item in the lookup syntax.

 

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