Filtered Smart Multiselect Field

[Mauro Schuemann]

I have a form which documents business capabilities at different levels. L1 is the highest level and L4 is the most granular level. Lower levels always have parent capabilities (f.x. an L3 capability has an L2 and an L1 parent capability).

For an L3 capability the following fields must be filled in:

type: L1, L2, L3, L4 (dropdown)

name: text

description: text

L2 parent: smart multiselect [name]

L1 parent: smart multiselect [name]

Now, I would like the L2 parent field not to fetch all names but only the ones from form entries where the value of type is "L2". How can I apply such a filter to the multiselect field?

Furthermore, when I select one of the available L2 parent names, I would like the L1 parent field to automatically copy the L1 parent name from the L2 parent entry we are referencing here.

I have thought about creating different forms for each Capability Level but was hoping there is a way to do this in a single form. Does anyone have an idea? @Alex Medved _ConfiForms_ 

[Alex Medved _ConfiForms_]

Hi @Mauro Schuemann 

Not fully understand the setup and the requirements, but to apply filter on field rule should be as easy as having the filter to be

type:L2

Setting parent should also be possible - if you really want to copy the values... note that you can always reference through smart fields the fields from a record that they are linked to

But to set the values would be something like

L1parent=[entry.L2parent.transform(L1parent).asList]

Alex

[Mauro Schuemann]

Hi @Alex Medved _ConfiForms_ ,

thanks for your response. I can't seem to get this to work.

1. Is the filter "type:L2" to be set in the field definition settings? I don't see any filter option there.

2. I tried setting up a lookup and set value IFTTT rule where:

• condition is type:L3 (because for an L3 capability users will start by selecting the L2 parent and thus the L1 parent should be assigned autom. based on the selection)
• values to set is l1Parent=[entry.l1Parent]
• lookup filter is [l1Parent:entry.L2parent.transform(L1parent).asList]
• form is set to form on current page

With these settings however when the condition type:L3 is met, the L1 Parent field is populated with all L1 Parents and not only the ones that are related to the earlier selected L2 Parent. Any ideas on what I am doing wrong?