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Filter Property Based on Object Owner's Property

Former Member
Former Member
I have an object hierarchy set up where I have a "Project" object that has a "Team" property which is a multi-select list of "Employee". I have a "Meeting" object which is a subtype of "Project" and I would like to have an "Attendees" property which would be a multi-select list of "Employees", but only "Employees" that are a part of the parent "Project's" "Team"

I do not see a way to filter based on owner objects. Is this possible? Any help would be appreciated.
  • Former Member
    Former Member
    As far as I know this is not yet an option.
  • Hi.
    Maybe, this could be the solution:

    1.object: Project
    On its metadata card there is a field e.g. 'Team Members' (which is a lookup to the Employees list).

    2.object: Meeting
    On its metadata card there is a field e.g. 'Team Members' (which is a lookup to the Employees list) - same as above.

    Important: object Meeting should be a child (sub-object) of the Project object.

    Process:
    - First create an instance of the Project (e.g. 'Project ABC').
    - Then right-click on this 'Project ABC' -> New -> Meeting
    - When the new Meeting metadata card opens, the system offers the confirmation dialog box for you to confirm the values of the 'Team Members' property to be automatically added/filled to the 'Team Members' property on the Meeting metadata card. (in a way, this is the 'filtered' list of employees, that are actually only the employees, that are the team members of the Project ABC and not all the employees from the Employees list).

    BR,
    Andy
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