Tagging List Items
As technicians perform workflow actions, they are prompted to enter data through customizable dialog boxes, or Action Forms. You may want to filter out some items from drop-down lists displayed on these forms. For example, when a technician applies the “Create Change Request” Incident action and fills out the form, the Category drop-down list may contain only Incident-relevant categories such as “Hardware,” “Software,” and hide categories reserved for other types of Change Requests, such as “Procedure.”
In order to be able to filter list items on an Action Form, you should specify tags for these items. Then you can use your tags in filtering expressions.
INFO: For understanding Action Forms, see Forms.
INFO: For instructions on filtering list items, see Filtering Out Lookup List Items on Forms.