Hello,
Quick question about setting up a picklist: we want to have a picklist that gives the option for certain agents but not the full agent field (i.e. only agents that fit a certain criteria - institutions only/specific institutions) Is there a way to use the picklist creator to limit it to a conditional subset of agents?
I have a workaround of a user-defined picklist where the Title is the name of the agent and the Value is the AgentID which works absolutely fine for this situation as the set of agents is a pretty limited subset and it’s easy to join the value on the agentID in the backend.
I did consider setting up a user-defined picklist via backend SQL that grabs all AgentType = 0 and puts them into one singular picklist if I do need to do this with a larger subset in the future, which I don’t imagine would be too hard, but I did wonder if maybe I’m just missing a functionality or trick to doing this directly via the agent field or through the picklist creation?