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Simple Conditional setting not working for Lookup field?

  • September 1, 2023
  • 1 reply
  • 12 views

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I am attempting to make a Travel Sheet my Supervisors access through a Form view, that allows the selection of Employees (linked from our Employee Table) based on their current Employment Status (which is a dropdown selection on the other table). When I select the "Only include linked records from the Employees table that meet certain conditions" and have it to where: Employment - is - "Current Employee", however when the form is being previewed, the selection is pulling all employees, regardless if they're past or current. I have also tried the same conditioning filtering for Projects as well based on their "Status" as well, and it also doesn't work on filtering only what I want it to show. What am I doing incorrectly, as this seems like it should be a very basic and simple conditional request?

 

Thank you for your time.

1 reply

Zack_S
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  • Inspiring
  • 95 replies
  • September 1, 2023

I would setup a view that filters employees by their current employment status. Then in the form you can 'limit record selection to a view'