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In part 11 of the Builder series, the tutorial demonstrates how to add conditions to filter records to prevent invalid data entry on a reference field. Luke Wilson, the Safety department manager, wants to ensure that only current employees are displayed in the user fields on the form to avoid issues in the Safety process. This is done by adding filters on the Opened by, Inspector, and Assigned to fields. System administrator or delegated developer with appropriate permissions can follow these steps to achieve this in their instance.
