Dynamically Filter User Lookup in CRM Subform

We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance.

Current Setup:

First column: Picklist (Level)

Second column: User Lookup field

When a Level is selected, we want the User lookup to display only users with that Level.

In the User form, there is a field called Level.

What we have tried:

1- Used client script with ZDK.Page.setCriteria(), but it did not work for the User lookup field.

1. ZDK.Page.getSubform('Pricing_Calculator').getField('User_1').setCriteria("(Level:equals:" + level + ")", { filterOnSearch: true });

2- Tried normal  lookup field, but could not retrieve the users in there.

3- Retrieved all users and attempted to filter, but could not set the filtered list as options for a new picklist input.

1. var allUsers= ZDK.Apps.CRM.Users.fetch();
2. allUsers= allUsers.filter(item => item._Level == level);

Request:

Is it possible to dynamically filter the User lookup based on the selected Level? If yes, could you please share the best approach or a sample implementation?

Moderation update: Screenshot with PII information removed to protect privacy of OP.

• Topic Participants

• Sinem Tugce Ozhan

• Sunderjan Siddharth

  

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