Requirement

Use Case

Steps to Follow

1. Create two forms with the following details to record asset details.
   

   Form Name	Form Link Name	Field Type	Field Name	Field Link Name
   Asset Category	Asset_Category	Single_Line	Category	Category
   Register Asset	Register_Asset	Lookup (Asset Category)	Category	Category
   		Single Line	Asset Name	Asset_Name
   		Single Line	Operating System	Operating_System
   		Single Line	Manufacturer	Manufacturer
   		Single Line	Serial Number	Serial_Number

2. Create another form with the following details to record employee asset request details.
   

   Form Name	Form Link Name	Field Type	Field Name	Field Link Name
   Asset Request	Asset_Request	Single Line	Employee Name	Employee_Name
   		Email	Email	Email
   		Lookup (Asset Category)	Category	Category
   		Lookup (Register Asset)	Asset Name	Asset_Name

Note: In order to autofill the Email field, select the Initial value as zoho.loginuserid from the field properties as shown below.
1. 
   
3. Select Set filter under the choices from the field properties of the Asset Name field.
   
   
4. To filter the Asset Name lookup field based on the Category lookup field input, set a filter on the Asset Name field to list assets that match the ID with the selected value in the Category field. In the Set Filter pop-up, opt for ID under Asset Category as the field and choose equals as the operator. Enter input.Category as the value.
   
   
5. Head to the live mode of the application and access the Asset Category form. Input the relevant values to categorize your assets. In this instance, we've included four records: Laptop, Mobile, Hardware, and Software. These categories will be available for users to choose from when registering or requesting assets in the other two forms.

See How It Works

Related Links

1. Manage filter