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
- 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
- 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
- Select Set filter under the choices from the field properties of the Asset Name field.
- 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.
- 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.
Note: In order to autofill the Email field, select the Initial value as zoho.loginuserid from the field properties as shown below.