Ask: When creating a custom field related to a record (ex. Custom field showing all Epics from all other workspaces), I need a way to display only records that meet some criteria. Example of criteria would be:
The records in a specific product line or workspace (flexible to be outside of my hierarchy)
Records that have an active status (i.e., does not include Will Not Implement, Complete, Done, etc.)
Records are flagged using a custom field (e.g., records flagged to be used for Executive Reporting)
Reason: I am trying to avoid showing too many records for the users to select from since not all of them apply (or should be selected). I need to eliminate data quality issues by preventing the users from selecting non-applicable records.
What we tried: We have been able to create a custom field to limit records at a workspace, product line, or Account level, also created automation rules, but none of these allow me to filter Records that meet the criterion (see above).