Filter values in a lookup field
You can set up a business rule that will apply filter to the list of values in the lookup field. This will make the list shorter.
Case
Implement the following logic in the custom [Requests] section: only contacts with the “Employee” type are available in the [Owner] field.
To implement the logic of the case, add a business rule that would filter the values in the [Owner] lookup field. To do this:
1.Open the needed section (e.g., the [Requests] custom section) and add a new business rule.. You can learn more about adding and setting up a new business rule in the “Customize page business logic” article.
2.In the “THEN” block of the business rule, set up the action that would implement the needed business logic (Fig. 1):
a.Click [Add action].
b.In the drop-down menu of possible actions, select “Add field values filter.”
Note
The “Add field values filter” business rule action is unconditional. When you select this action, the “IF” block of the business rule becomes grayed out and cannot be edited.
c.In the [Which field to filter and which connection in this field’s lookup to use for filtering?] field, click 
.
d.In the opened window, click + next to “Requests” -> select [Owner] as the connected object field.
e.In the [Column] field, select [Type] from the drop-down list -> click [Select].
f.Click the 
icon and select the “Lookup” in the drop-down list. A set of fields for specifying lookup values will appear to the right.
g.In the [Which field to filter by] filed to the right, select “Employee”.
3.Click [Apply] -> [Section Wizard] -> [Save].
Fig. 1 Filter lookup values - configuring the “THEN” condition of the business rule
As a result, only the contacts of the “Employee” type will be available for selection in the [Owner] field of the request page.
See also
