Hey, I was working on this form in model driven apps with two look up field which is hazard category and hazard sub category where i want to only show hazard subcategory records that are related to the hazard category. For example if i choose Hazard 1, i want to only show the record Sub Hazard 1.1. Is there any possible way to achieve that? Thanks in advance!
Solved! Go to Solution.
Hi @bsakura,
Yes it is possible out-of-the-box. Here are the steps:
Note: a small caveat is that it expects the main Category to be selected before the sub-category.
Hope this helps!
Hi @bsakura,
Yes it is possible out-of-the-box. Here are the steps:
Note: a small caveat is that it expects the main Category to be selected before the sub-category.
Hope this helps!
@EricRegnier I know this is almost a year old, but I was wondering if you had some additional insight about this. After enabling Related Record Filtering (which does exactly what I need), then any changes on the main form editor will 'overwrite' it, so to speak.
For example, if Related Record Filtering is enabled and then another change is made on the main form editor, and then saved and published, the Related Record Filtering will actually turn off. Is there any way to prevent this from happening?
Hi @sruvira,
No, it shouldn't turn it off again, unless someone else are you are working with an old version that has it off. Make sure every time you need to update a form that you load the latest form changes, so don't update a form where the form editor was previously opened. Another tip is always publish your form changes when done.
BTW I just tried it and it works as expected for me.