Add a Filter to a Lookup List

You can apply a filter to a lookup list for a specific field. Such a filter makes visible only those items in a lookup list that are relevant to a particular role.

For example for a lookup related to injuries, you may want paramedics and first aid personnel to only select from a list of broad categories of bodily locations, but make available the full range of bodily locations to medical specialists.

To add a filter to a lookup

1. In the web application, From the menu, select Designer Filters Lookup Filters.

   A list view of existing Lookup filters displays.

2. Click New. The Lookup Filters page displays.
3. Complete these fields:
   • Name: Enter a short but meaningful name for this filter.
   • Description: Optional: Enter a longer description for this filter.
   • Field Type: Click in the field, select the lookup list required, then click OK.
4. In the Role Settings section, click the Add New Role Settings link.
5. Complete these fields in the Role Default section:
   • Roles: Select one or more roles that this lookup filter is to apply to, then click OK.
   • Name: Type a name for this role combination.
   • Description: Type a description for this role combination.
   • Visible IDs: Select the checkboxes of the lookup items that you want members of this role to see, then click OK.

     Lookup items that you don't select will not be visible to the user.

6. Click Save.
7. For the filter to take effect in the Web Application, you will need to perform a Publish.