Conditional Fields using lookup fields on Portal Forms

Hi team,
Hope fully this isnt a duplicate request.

Also - i’ve been fluent in the old miniext Portal setup, so i’m a fresh noob on the new one - apologies if the question is basic…

On my previous portal, I had the ability to set whether a form field was visible on the basis of a ‘default code’ was on my username record… ie: Field would show if XX was in my usernames record, would not show if XX was not present… is the ability to filter etc using lookup fields a possibility in the future? Or is there a workaround that i’m missing?

Please see attached - cheers!!
Screen Shot 2023-03-13 at 8.46.02 am
Screen Shot 2023-03-13 at 8.46.35 am

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Hi @Pauly,

I will bring this up with the team to see if we can add this in our product roadmap. As a workaround for now, you can create a formula field that will show the value of the lookup field. You can use this formula field in the Conditional Fields. Thank you for your feedback and let us know if you have any other request.

Regards,
Paulo

Wanted to add to this since this is preventing me from using the new form as well. The issue with using the formula workaround @Ana is that for child records, the lookup won’t appear since the record hasn’t technically been created yet.

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Hi @Kenneth,

This is a good point. I will update the ticket with this information. I also forwarded your +1 to the team to see if it’s possible to prioritize it. Unfortunately, we don’t have any timeline for when it will be shipped. I will let you know if there is an update on this ticket in the future. We appreciate your feedback and please let us know if you have any other requests!

Regards,
Paulo

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Thanks @Ana (and thanks @Kenneth for articulating what I couldnt!!)

Hi @Ana - just wondering if you have any progress on this at all? :slight_smile:

We’re just finalizing it. We’ll try to get it out over this upcoming week. We’ll post here when it’s shipped!

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Hello @Pauly and @Kenneth,

We’re excited to inform you that our latest release now allows the use of a lookup field in conditions. You can find more information about this update in our post below:

Your feedback is valuable to us, and we would love to hear any comments or suggestions you may have. Please do not hesitate to share your thoughts with us by leaving a comment below or by contacting us via chat.

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