Filtering dropdown options

Dialed Forms gives you two ways to control which choices appear in a dropdown. Both are configured per field in the field editor and both require a paid plan (Starter and above).

Filter options (select & multi-select)

For select and multi-select fields, you can show only a subset of the Attio attribute's options. This is a static, build-time restriction; hidden options never reach the browser.

To configure:

1. Open a select or multi-select field in the editor.
2. Find the Filter options section.
3. Choose a mode:

- Show only selected (allowlist): respondents see only the options you check. - Hide selected (blocklist): respondents see every option except the ones you check.

1. Check the options in the list. The status line confirms the result, e.g. "Only the selected options are shown on the form."

There is no dependency on other answers here; the filtered list is fixed for everyone.

Filter records (record reference)

For record-reference fields shown as a Dropdown or Searchable (typeahead), you can filter which Attio records appear. Filters are applied by Attio's own query API on every fetch.

To configure:

1. Open a record-reference field and set Reference Resolution to Dropdown or Searchable.
2. In the Filter records section, click Add Filter.
3. Define each rule with three parts:

- Attribute: any attribute on the referenced object, including drill-down paths through linked records (e.g. Company → Name). - Operator: Equals, Contains, Greater than, Less than, Is empty, or Is not empty. - Value source: a Static value (fixed at build time) or Use field value (read live from another field on the form).

1. With more than one rule, choose Match All rules (AND) or Match Any rules (OR).

Dependent (cascading) dropdowns

When a rule uses Use field value, the dropdown becomes dependent: changing the source field's answer re-queries the records. For example, a "Contact" dropdown can show only contacts whose "Company" matches the company chosen earlier in the form.

• Dropdown mode refetches when the respondent opens the list after a dependency changed.
• Searchable mode applies the filter on every search query.

Security

Only the value in a dynamic rule comes from the respondent; the attribute and operator always come from your saved config, so filters can't be tampered with. If a dynamic rule reads a hidden field, the server uses the field's stored default value rather than trusting anything from the browser.

Plan gating

Filtering is available on Starter, Pro, and Business (not Free). On the Free plan the sections show "Filtering dropdown options requires a paid plan." or "Filtering records requires a paid plan." In the pricing table this is listed as Filter dropdown options.