e.g. I have an object with two fields: Category & item. I want a connecting (lookup) to only display Items where the Category = “Task”. How would I do that?
Thanks
When you display your data you put the Category = task in the source section.
It would look like this
Archive is your Category and Yes is Task for you
Thank you for your reply although you may have misunderstood my question. Nonetheless your response prompted me to look again and indeed you can filter the connection. You apply the filter in the add or edit form’s input field. See image…
In my case “Task” is the name of the connection. Here I want to filter the lookup on the “Task” category in the “Lookup” object. I also discovered here that I can add an option to create a new record in the Lookup object. Very helpful.