Filter a Record Selector based on the value of another field

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#1

Hello,
i have 3 modules: Accounts, Contacts and Oppertunities.

One Account can have many Contacts.
One Account can have many Oppertunities.

Oppertunities have the fields accountid, contactid, oppertunity name (and some more).

Contacts have a field accountId, so they have a relation to Accounts.

Now when adding a new oppertunity, after i selected the account (fieldtype record selector), all contacts show up (fieldtype record selector).

However, i only want to see the contacts of the selected account. So if i select “Company A”, only contacts of “Company A” should show up in the field selection.

I tried the prefilter setting, but without any success.

Is this possible?

#2

Hey, you can achieve that with the prefilter like you mentioned.

On the Opportunity module, edit the Contact record field and set the prefilter to
${record.values.Opportunity_account_field} = Contact_account_field

This way the Contacts in the selector will be filtered by the currently selected account field.

1 Like
#3

It works.

Thank you very much!

1 Like
#4