Filtering a dropdown of a connection field for multi-tenancy when creating a new record

[SuiteUpstairs]

Hi Peter, I did provide a workaround for this. It involves creating a 2-step form:

Not able to set dropdown selected value on connection field from java script

No, I have not been able to make it work that way. The workaround I use is a two-step form. I add the connection field that I want to set in the first step of the form and hide that field on the form, then make a rule to set the connection field, and then change the submit rules to go to step two of the form. Typically, I won’t add any other fields to the first step and just rename the button to something like “Create new Invoice” or “Start Quote” so that it doesn’t seem like a two-step form.

To elaborate on this more, when the user submits the first blank form, you would set up a form rule that sets that record’s connection to the logged-in user. This way, on part 2 of the form, you can add the parent connection field, hide it from view, then add your child connection field and filter it by the parent connection field. Since the parent connection field was set in the previous form, the child connection field will only show the records connected to the parent.