Filtering a Lookup Field Based on Parent Selection

1. Introduction

2. Configuration

3. Execution

When creating an entity in a child business module (e.g., a Project), it's typically necessary to associate it with a parent entity (e.g., a Customer).

In some cases, the parent module may contain other child modules as well—for example, a Contacts module. In these scenarios, it's often useful to not only select the parent entity for the new record, but also link it to a related entity from another module under the same parent.

A common scenario in WorkPoint is when creating a new project: a customer is selected as the parent, and a customer contact should also be selected for that project. In such cases, customer contacts are typically registered in a separate module under the Customers module, as illustrated below:

To enhance the user experience, it's ideal to filter the contact lookup field to only show contacts related to the selected customer.

This article explains how to configure a WorkPoint Automate process that filters a lookup field on an Entity form based on the selected parent entity.

For this configuration example, we have created a new Lookup field on the Projects business module called "Customer Contact":

This field is connected to the Contacts business module.

We have also created a new WorkPoint Automate process called "New project":

We can now add the Entity Form to the process and set it up for the Projects module:

1. In the "Options" tab, in the Business module field we select the Projects module.

Next, we need to configure the Customer Contact field on the form and set it up so that it only finds entities based on the select parent customer:

2. First we open the Fields tab.
3. We then expand the Customer Contact field and click the "Data source" button.

4. In the "Type" field, we select "Lookup".

Once we select "Lookup", new options appear:

5. On the "Filter" field, we click the "Advanced" button.

6. We then switch to Advanced mode and use the following adaptive expression for the filter:

This expression ensures that only contacts parented under the customer selected in the Customer field (wpParent) will be shown in the Customer Contact field.

Next, we add a Create Entity step to the process, and set the output from the Entity form as Step Input:

We then connect it to the Projects business module in the Options tab:

We should now be able to test out setup, so we save and publish the process.

For demonstration purposes, we have created a set of contacts on the Contacts module:

Note that the contacts are registered under either the CalperIT or the ProffShop A/S customers.

We can now run our New Project process.

Here we have provided a title for the new project, and selected the CalperIT customer:

If we focus the Customer Contact field, we only see customers registered under CalperIT:

If we instead select the ProffShop A/S customer, only contacts related to that customer are selectable: