Creating a select list with reporter's Company-related values only

If your goal is to allow a user to select only the values related to them or to their company (for example during the issue creating via the Service Desk portal), do the following:

  1. Create a custom directory.
    This directory will contain the full list of options. Let us say we have the list of Services. Fill the directory with options.

    image-20230421-084507.png


  2. Create an attribute to link options to a Company.

    Add the Multi directory entries attribute to the Company template and specify the target directory for it (via the attribute properties). Fill it out for a Company.

    There are only 2 services of 3 are available for the Recyclist company on the example below>

    image-20230421-084533.png


  3. Create a custom field to select from this directory.

    Create a CRM Custom Directory custom field and set it up:

    1. Specify the target directory.

    2. Specify the Reporter as a source and enable the dependency of Company card values.

    That means the system will only display the options from a target directory that are related to a reporter's company.

Note that users-to-contact synchronization must be enabled to define the CRM Company by a reporter.

image-20230421-084618.png

Since the issue creator is its initial reporter, CRM will recognize them and apply the relevant filter on the field options on the creation screen:

image-20230421-084642.png