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The ability to input a new record into my maintenance table requires choosing a record to link from my assets table. The issue of using auto number Unique Id’s for each table means the linked record search is not very useful. I have a table of more than 100 assets of different types. The “find a record to link” search function only lets you search according to the unique id, without being able to thin the search down by using the other columns like Type, or Asset Designation, or Manufacturer or Serial Number.


I believe a suggestion was made to allow a user to create a filter for the “find a record to link” search, but I think simply expanding the search capability beyond the first column would be ideal.

Yes, we really want this feature!

We set form numbers(i.e. order numbers, manufacturer’s numbers) in primary field.

but we have to search and link record by product-cd instead.

This is much needed.

Another +1 to the feature petition

+1, its been years since linked record functionality has been enhanced.



  1. Swap “limit record selection to a view” with a config custom filter option(akin to look/roll ups)

  2. Allow additional filtering within the record picker interface

  3. MY DREAM, allow dynamic filtering within ask 1. The ability to set the value of a filter to equal the value of a separate field in the destination table would be amazing!

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