• Set filter for a lookup field
• Modify a lookup field's filter
• Remove a lookup field's filter

Set filter for a lookup field

1. Open the form builder.
2. Select the required lookup field.
3. Navigate to the  Field Properties -> Choices  section on the right.
4. Check the checkbox next to  Set Filter .
   

   

5. Set the required filter by adding criteria in the window that appears, then click  Done .
   

   

   1. Select the required  Field . Operators applicable to that field type will become available in the adjacent dropdown.
      

      You can define criteria using all types of fields except image, URL, audio, video, section, and add notes.

   2. Select the required  Operator  and enter the required  value
   3. Click  AND / OR  to add a criteria subgroup
   4. Click  Add New  to further add criteria
   5. Click the  trash  icon to delete that criteria:
      

      
      Image depicts setting a filter to make a lookup field  Employees  display those employees who joined in the month of April-2021 and do not work in the 'Payroll' department

   6. The filter you set will be displayed below the  Set Filter  checkbox:
      

      

Modify a lookup field's filter

1. Open the form builder
2. Select the required lookup field.
3. Navigate to the  Field Properties > Choices  section on the right.
4. Click inside the input box below  Set Filter . The filter builder will open.
5. Modify the criteria as required (as mentioned in  this  section), then click  Done .

Remove a lookup field's filter

1. Open the form builder.
2. Select the required lookup field.
3. Navigate to the  Field Properties > Choices  section on the right.
4. Uncheck the checkbox next to  Set Filter . The filter's criteria will disappear.
   

Related Topics:

1. Understand Lookup field
2. Configure bidirectional lookup
3. Relationships between forms
4. Unidirectional and bidirectional relationships