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Filtering Custom List Fields in Sublists

edited Jun 2, 2025 2:40PM in Ask A Guru 2 comments

Encounter a challenge in filtering custom list fields using two particular scenarios:

  1. Filtering Based on Header/Master Area Field: I aim to filter a custom list field within a sublist based on the value from another list field located in the header/master area of the record.
  2. In-Sublist Filtering: I'm looking to filter a custom list field in a sublist, utilizing the value from another field list that is housed within the same sublist.

Your expertise and any guidance or solutions regarding these filtering scenarios keeping in mind the standard and custom forms would be greatly appreciated.

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