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I have two fields: Data Classification as the primary and Data Type as the secondary, and I want to filter based on the selection made in the first field. I've seen how to do it using Filter Related Records feature, but I don't see that as one of my options. How do I enable it so that it shows?
Hello,
What is the types of your fields? If those are lookups - lookup filtering should work fine.
If those are optionsets - then "Dependent Optionset" is the way to go for you - https://www.crmanswers.net/2020/09/dependent-option-set-manager.html
I created both of these as choice fields but based on your feedback. I modified one of them as a lookup field and now I think I will be able to accomplish what I originally set out to do. Thanks very much for your help!
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