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Custom Record - field is filtered on main form, but not in sublist?

edited Jun 2, 2025 2:25PM in Ask A Guru 4 comments

I have a custom record type, which, among other fields, has a lookup to:

1) Project

2) Project Task.


On the project task select field, I have it setup so the TASK list is filtered down to tasks on the selected project (under sourcing and filtering settings).

This works fine on the form to enter in a custom record, however, I have this custom record displayed as a sublist on the project record (the lookup to project has isparent = True).


The issue is, the editable sublist on the project page does not filter the project task field. Is there a way to enforce the filter in the sublist?

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