Dynamic List Filtering on LEM – User Guide

Dynamic List Filtering helps you input data faster and more accurately by automatically adjusting available options based on your previous selections.

This feature ensures that users only see relevant choices, reducing errors and improving data quality.

⚡ What is Dynamic List Filtering?

Dynamic List Filtering allows you to create a relationship between fields so that one field filters the available values of another.

In simple terms:

• You select a value in Field A
• This automatically filters the available options in Field B

This can also be extended into a chain:

• Field A ➡️ filters Field B
• Field B ➡️ filters Field C

This creates a smooth and guided data entry experience. :contentReference[oaicite:0]{index=0}

✅ Why use Dynamic List Filtering?

• Ensure consistent and accurate data entry
• Reduce user errors
• Simplify complex forms
• Guide users with relevant options only
• Improve overall data quality

✍️ How it works (Step-by-step)

1️⃣ Select a value in the first field

Start by choosing a value in the main field (e.g., Country).

2️⃣ See filtered options in the next field

The next field (e.g., Legal Form) will automatically update and show only relevant options.

3️⃣ Continue the selection flow

If more fields are configured, each selection will continue to refine the available options.

4️⃣ Complete your form confidently

You can proceed knowing that all available choices are valid and aligned with your previous selections.

⭐ Example Use Cases

Here are some common examples where Dynamic List Filtering is useful:

• Country → Legal Form
  Select “France” → Only French legal forms (e.g., SARL, SA, SAS) are shown
• Legal Form → Governance Body
  Select “SA” → Only relevant governance structures appear
• Entity → Roles/Mandates
  Select an entity → Only applicable roles are available
• Jurisdiction → Company Type
  Select a jurisdiction → Only valid company types are displayed

This ensures that all data combinations make sense and follow business rules. :contentReference[oaicite:1]{index=1}

✨ Key Principles to Understand

• Filtering is applied at the field level, not the list itself
• The same list can be reused in different contexts
• Rules define how one field influences another
• You can create multi-level dependencies (A → B → C)

✋ Tips for Best Use

• Always start with the top-level field (e.g., Country)
• If options seem limited, check your previous selections
• Use this feature to simplify complex data entry processes
• Think of it as a guided path rather than a fixed form

❗ Limitations to Keep in Mind

• Filtering only works when fields are linked to reference lists
• If no rule is configured, the list will not be filtered
• Incorrect configuration may hide expected options
• The feature depends on predefined relationships between fields

❓ Frequently Asked Questions

Can I use the same list in multiple places?

Yes. Lists remain independent and reusable. Filtering is applied only through field rules.

Can I create multiple levels of filtering?

Yes. You can chain multiple fields (e.g., Field A → Field B → Field C).

Why don’t I see some expected values?

This usually means your previous selection is filtering the available options.

☕ Need Help?

If something doesn’t behave as expected, please contact your administrator or support team. They can verify how the filtering rules are configured.

Dynamic List Filtering is designed to make your work easier—once set up correctly, it guides you every step of the way. ✨