Dynamically Filter Lookup Options Based on Another Lookup Field's Selection

Dynamically Filter Lookup Options Based on Another Lookup Field's Selection

Requirement

Automate the creation of portal user accounts based on the email entered in the Zoho Creator form.

Use Case

Consider an IT asset management application on which an organization relies to register and monitor assets assigned to employees. When an employee needs to initiate a request for an asset, they must use the asset request form within the application. This form incorporates dynamic filtering of lookup field options based on the value selected on another lookup field. The first lookup field allows the employee to choose the category of the asset they require, such as software, hardware, PC, or mobile. Once the user selects a category, the second lookup field dynamically filters assets based on that selection.

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

  3. Note: In order to autofill the Email field, select the Initial value as ${zoho.loginuserid} from the field properties as shown below.

  4. Select Set filter under the choices from the field properties of the Asset Name field.

  5. 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.

  6. 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


  1. Manage filter

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