List All Cases which is only Associated to a Customer

In creating a custom record containing two fields, one is a dropdown list of Customer record, second is a dropdown list of all Cases. Which users would like to behave is to display all Cases that are associated with the Customer selected.

 

 

1. Navigate to Customization > Lists, Records, & Fields > Record Types > Click New.

2. Set a Value on Name field.
3. Click Save.
4. Under Fields > Click New Field

5. Set a value on Label field.

6. Set Type to List/Record.
7. set List/Record field to Customer.
8. Click Save.

9. Navigate to Customization > Lists, Records, & Fields > Record Types > Click on the Custom Record > Fields.
10. Click New Field.
11. Specify a name on Label field.

12. Set Type field to List/Record.

13. Set List/Record field to Case.
14. Click the Sourcing & Filtering tab.
15. Set Source List the custom field saved in Step 8.

16. Set Source Filter By to Company
17. Click Save.