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How to force the user to first filter a linked records field before they can actually select a value from the dropdown?
How to force the user to first filter a linked records field before they can actually select a value from the dropdown?
Updated over 3 weeks ago

By enabling this feature, the Record Finder will be hidden in the form unless the user filled up the dynamic filter. To find this setting, you need to go to:

  1. Form Fields

  2. Click on the linked record field.

  3. Filter Records section

  4. Turn on Dynamic Filtering

  5. Find Filter fields

  6. Click on the filter field that you want to be required

  7. Turn off the toggle: Allow adding linked records if this conditional filter is empty

The user can still create new records in the linked records field regardless if the required dynamic filter is populated or not.

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