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harshithal2027
December 30, 2025
Question

Record User Filter

  • December 30, 2025
  • 3 replies
  • 0 views

We have a Record Filter "INSURED" in a case level . For example we are having 3 insured names for a particular policy, we want only those 3 names to be diplayed. Currently all insured names from table are displaying. We couldn't able to pass any filter like rv record or any primary key to fetch the particular insured for policy. Is there any way to implement using record filter or we have to go with manual filters?

    3 replies

    shubhama926776
    shubhama926776
    December 30, 2025

    You need to use manual filters with a!queryRecordType(), not Record User Filter.

    stefanhelzle0001
    stefanhelzle0001
    December 30, 2025

    I highly recommend to use the search feature to find related cases.

    riteshg0002
    riteshg0002
    January 5, 2026


    You can achieve this using a Record User filter with a custom dropdown record filter.

    try something like this.

    a!recordFilterList(
    name: "Insured users",
    allowMultipleSelections: true(),
    options: a!forEach(
    items: a!queryRecordType(
                          recordType: "", /*users recordType name*/
                          fields: {
                                   /*userRecord_field_name*/
                          },
                          pagingInfo: a!pagingInfo(
                          startIndex: 1,
                         batchSize: 100
                        )
                        ).data,
    expression: a!recordFilterListOption(
                              id: fv!index,
                              name: fv!item[/*userRecord_field_name*/],
                             filter: a!queryFilter(
                             field: ""/*cuurent_recordFieldName*/,
                              operator: "=",
                            value: fv!item[/*userRecord_field_name*/]
                    )
              )
         )
    )

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