Add Filtering Capability for Level 3 Lookup Based on Level 1/Level 2 Type
The Dynamic Dropdown/Lookup Autocomplete field referencing Level 3 – Sub-Activities should include an option to filter results based on the selected Level 1 or Level 2 type.
Example:
We have a Level 3 lookup field with “Enable Dynamic Content” enabled, which references Level 3 activities. Since the same Level 3 activities can be shared across multiple Level 1 and Level 2 types, there should be an option to filter the available Level 3 activities in the dropdown according to the selected Level 1 or Level 2 type.
SShah
shared this idea
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We have an enhancement targeted for the February release to assign search filters to dynamic content options.
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SShah
commented
For Dropdown/Lookup Autocomplete fields with Dynamic Content enabled, there should be an option to filter the lookup data based on values from existing standard or custom fields on the object or form.
Examples:
In the 2025 Application Form within Grants Manager, the lookup should display only the approved 2025 programs (Level 3 on another UTA), and not programs from other years.
For students attending School A, the lookup should display only the programs associated with School A.