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How to filter down a relate field dropdown?

Question asked by on Jan 14, 2016

I've been struggling to find a guide as to how to filter down a dropdown, so general guidance is also helpful, but see below for my specific requirement.


I have a module called 'Order Line Items'.  This module is related to 'Order Entry', which in turn is related to an account.

I have a relate field on 'Order Line Items', that I want to filter down, by looking at the related account on the 'Order Entry' module, and filter all records, who's name starts with the related account name.  

I also want to be able to tick a flag in the related field's module's record that will enable me to hide from showing up in the list.


Any ideas?


Thanks Loads,