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 Customizing the list shown in a "Select Value" dialog

BRIAN BULLA's profile image
BRIAN BULLA posted Thu May 28, 2026 08:31 AM

Hi,

I'm trying to automatically filter down a list displayed to the users when they create a new Communication on a Work Order.  I am trying this with an Automation Script, but no luck yet.  Here is what I am doing:

1.      Go to Work Order Tracking (Tr) application

2.      Under Actions, select Create – Communication

3.      On the Create Communication dialog, click on the chevron beside “Template” and choose “Select Value”

4.      Here we need to filter the list to only show Templates for “Transit” users.  (ie. LIKE “TR-%”)


A screenshot of a computer

AI-generated content may be incorrect.

Initially the list shown has about 34 Templates to choose from, but the users needs to type “TR-“ in the filter to see only what is applicable for them.  I would like to implement an automation script to filter this list.  Is this possible?

So far I have tried creating one on the INIT event of the COMMTEMPLATE object with the following:

To only run the script for “TRANSIT” users I use an Object Event Condition = :&PERSONID& IN (SELECT personid FROM person WHERE cgdivision = 'TRANSIT')

The script to filter the list:

mboSet = mbo.getThisMboSet()
mboSet.setWhere("templateid LIKE 'TR-%'")
mboSet.reset()

But when I activate this automation, all I get is a blank list.  Can anybody see where I am going wrong here??

If I run the following SQL against my database, I get the results I am looking for:

A screenshot of a computer

AI-generated content may be incorrect.

Thanks,

sawan mahajan's profile image
sawan mahajan

Object level script are not working because lookup is overriding it.

Here are few things you can check:

  1. From Security group application, Create Object restriction for commtemplate object in WOTRACK application.
  2. Create same fields two times with different lookup and show them to user based on your condition.
  3. Try putting a domain on the field dynamically based on condition via automation script

Let me know if anyone of them worked for you