Limiting a lookup based on its parent

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Posted on by crham

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I've found that anywhere there is a form asking for the Unit the list is populated by all Units rather than what (I think) it should be... only the items for the select Unit Group.

So is the proper way to "fix" this to go into each form using Unit and limit it's items based on it's parent?

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Abby Kong 6 on at

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RE: Limiting a lookup based on its parent

Hi crham,

From your description, sounds like you want to filter the Units lookup based on Unit Groups?

Yes, you want to go through the form and apply filtering via form customization.

Check out this www.youtube.com/watch

There is also option for JS option for complex custom filter logic, but for Unit and Unit Groups it's better stick with form customization only

Regards,

Abby