Documentation
Filtering by View
You can filter the values in the lookup field according to the filter settings of a view. For example, you can create a view showing only active project and configure the column to only show active project names.
- In the column settings check Advanced settings checkbox
- Select a view from the list of existing views
- Save settings
- Your lookup is now filtered according to the view’s filter
Last modified: 9/23/2022 2:04 PM
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