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I want to link to records in a table that meet a condition

  • May 1, 2019
  • 1 reply
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Aaron_Cole
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In the Project Tracker example base you can link a Task record to a Project record. How can I do something similar, but only show the Project records that are not “Complete”?

Thank you.

Best answer by JonathanBowen

Hi @Aaron_Cole - create a view in the Projects table that shows only active projects (using a filter) then in the Project link field on the Tasks table set “limit record selection to a view” and choose the active projects view you have created.

JB

1 reply

JonathanBowen
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Hi @Aaron_Cole - create a view in the Projects table that shows only active projects (using a filter) then in the Project link field on the Tasks table set “limit record selection to a view” and choose the active projects view you have created.

JB