When adding a filter to a settings of a linked record, I want the ability to filter by a value in the current record. That way, the records that show up to link in that field, dynamically update depending on which record you are in.
Here are a couple of things I want to use it for - adding contacts to opportunities & projects - and also vendor reps to projects. I have some vendors that we use for multiple products and they have different reps for each one - so I can't just auto add the "lead" rep every time. Additionally - for something like a delivery address - there's accounts with multiple locations, then the contact address - so would be good to be able to use the filter to narrow the search field for something like that.
Created by Nate Montgomery
October 9, 2022