Dynamic Filtering of ‘Turn Around Time’ list field in a custom record Service Orders Based on Related Fields.
In the Service Order record, there’s a need to filter options in the ‘Turn Around Time’ field based on the values in the ‘PPS,’ ‘Processing Type,’ and ‘Radiation Type’ fields.
The proposed solution to address this requirement is added below:
Dynamic Population of Related Fields: The ‘PPS’ field is manually selectable, and a client script populates the ‘Processing Type’ and ‘Radiation Type’ fields based on the chosen PPS.
Including Free-Form Text: The requirement contains including a free-form text value from the PPS record. After selecting PPS, the corresponding value in the free form text field in PPS record needs to be in the list of ‘Turn Around Time’ options. However, because list fields do not support free-form text directly, so we need to create a new free-form ‘Turn Around Time’ field in the Service Order.
Using a Virtual List Field: During record creation and editing, we propose displaying a virtual list field for ‘Turn Around Time,’ populated based on values in ‘PPS,’ ‘Processing Type,’ and ‘Radiation Type.’ This field allows dynamic filtering of options. When saving the record, the selected virtual field value can be stored in the new free-form ‘Turn Around Time’ field in Service Order.
Implementing Dynamic Filtering: This filtering logic can be added either to the existing client script that populates ‘Processing Type’ and ‘Radiation Type’ or through a new client script specifically for handling the ‘Turn Around Time’ field.
This approach provides flexibility in the Service Order while enabling the inclusion of custom text values based on related fields.