Forms Designer Forum

Hi,
I am trying to create a lookup field on a form that is pulling from a large list that exceeds the threshold limit. This look up field is from the parent entity (Tickets). Our system allows child entities (Actions) to be created unattached to the parent, and then linked to the parent before closing.

See attached example where I have a Action record (child entity) that I am trying to associate with a Ticket (parent entity). The ticket list is very large but I have several fields which I can filter on.

I would like to know if there is a way that we can filter the drop down based upon a combination of fields in the parent list. The fields I would use are Client and Status. Client would be available on the Action edit form selected by the User. Status would be something we would set as a default to only show our version of "active" Tickets.

Hi!

Sure, there are already a fair number of examples on this topic, please visit https://spform.com/category/cross-site-lookup.

Let me know if you have any further questions on this matter.

Alex,

Just making sure; we would need to go ahead and purchase/implement the Cross-Site-Lookup component to make this work, correct? The lists are all in the same site, but there is functionality built-into the Cross-Site-Lookup component that would make the process easier, right?

Thanks for your help, you guys are great!

Hi!

Yes, the Cross-site Lookup functionality will make the solution much easier, you can get a free trial to try it: https://spform.com/download

Helpful links:
https://spform.com/cross-site-lookup/cr ... 5000-items
https://spform.com/cross-site-lookup/us ... hold-limit