Reference field - filter projects within specific portfolio(s)

[Richard_Sather]

Seems like the reference list filters were quietly released for Reference fields and they are great!

For Tasks as a source, you can filter for tasks within specific project(s) like this:

However, for Projects as a source, we don’t have the option to filter for projects within a specific Portfolio

Can we please add the option to filter projects within specific portfolio(s)?
Thanks

[Jeremy_Long]

I noticed this as well, though it currently appears to work only for Tasks in ours right now.

Update: Reloading the app appears to have fixed this!

[Richard_Sather]

Hi @Jeremy_Long , do you mean the source or the filters? Or what I am requesting?

[Jeremy_Long]

@Richard_Sather when selecting anything other than Tasks, there were no available sort options. Once I reloaded my app, the options became available for the other sources.

[Richard_Sather]

Oh I see! Thanks, glad you got it working.
I also like the fact that you can select multiple sources and therefore multiple filters.

[Jeremy_Long]

Yes, and multiples of the same source type!

[Arthur_BEGOU]

@Richard_Sather
I stole your great feedback idea to create another one

Reference field - Add option to filter out subtasks

Reference list filters are great. For Tasks as a source, you can filter for tasks within specific project(s): [image] However, some projects, there can be a large volume of subtasks. When that happens, subtasks can overwhelm the results and make it harder to get the clean, focused selection you’re aiming for with these filters. [image]