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Hello, 

I have created relational list custom fields for service records and action items which target users as the entity. Is there a way to set filters on the field using variables to filter the list dynamically? 

For example, I would like to filter the custom user field based on company of the requestor.

This is similar to how the requestor field is filtered by the defined company in the service request, or how the available admins are filtered by the admin group.

 

Hi Jordan,

 

To further address this issue, please be so kind as to reach out to us either via chat, or by submitting a ticket on our Service Portal.

 

Looking forward to hearing from you!


hi @Jordanho 

Currently it’s not feasible out of the box. However, you can define what users will be displayed in the field by defining custom fields. Note that it’s a global filter that will be displaced everywhere.

 

Note that it will be static. If you want that to be dynamic, please create a ticket for our support team.


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