Change how a lookup field’s value is selected to selection from a dropdown. You can set up to 3 stages for the dropdown.
This plugin supports smartphones.
Choose the lookup and arrange the fields used for narrowing down its choices. Letting users work from broad to specific categories helps them find the right record among many candidates.
Depending on the settings, this customization runs at the following times. Any configured conditions are also evaluated.
The page-display and field-change triggers exclude inline editing from the pencil icon on the list page.
Enter or select a value for each setting unless it is marked optional.
Select the lookup whose candidates will be narrowed down in stages.
The following field types can be selected.
Choose the first filtering field, typically the broadest category.
The following field types can be selected.
Fields inside tables cannot be selected.
Select from the app referenced by “Lookup Field”.
Choose a field for further narrowing the candidates selected at the preceding stage. This setting is optional.
The following field types can be selected.
Fields inside tables cannot be selected.
Select from the app referenced by “Lookup Field”.
Choose a field for further narrowing the candidates selected at the preceding stage. This setting is optional.
The following field types can be selected.
Fields inside tables cannot be selected.
Select from the app referenced by “Lookup Field”.
You can configure up to three levels of filtering.
The following actions and conditions are useful when building similar behavior in customization mode.