Skip to main content
Solved

Linking records limited to a view not working as expected

  • May 31, 2023
  • 3 replies
  • 46 views

Forum|alt.badge.img+6

I have two tables: Employees and Licenses

I created a view, named Current Licenses, on the Licenses table.  This view ensures that only the active license for an employee is displayed.

I linked the Employees table to the Licenses table, specifying the view:

 Unfortunately, the list of Licenses in the Employees table includes the non-currently licenses.

Am I doing something wrong?

Best answer by Juliana11

Hey there—sorry to hear of the trouble with this! To ensure that I'm following this in full, is it the record picker list displaying the inactive licenses or is it that the field is displaying already-linked records which are inactive? The view-scoped selection applies to the menu of new records available to be added from the picker, so it's not designed to work like a view filter, hiding what's already been logged into the column's cells. If this is not quite the case here, let me know and we can dig further in. 😊

3 replies

Forum|alt.badge.img+13
  • Participating Frequently
  • 106 replies
  • Answer
  • June 1, 2023

Hey there—sorry to hear of the trouble with this! To ensure that I'm following this in full, is it the record picker list displaying the inactive licenses or is it that the field is displaying already-linked records which are inactive? The view-scoped selection applies to the menu of new records available to be added from the picker, so it's not designed to work like a view filter, hiding what's already been logged into the column's cells. If this is not quite the case here, let me know and we can dig further in. 😊


Forum|alt.badge.img+6
  • Author
  • Inspiring
  • 7 replies
  • June 5, 2023

OK, I understand now.

It works as you describe.

Thanks.


Forum|alt.badge.img+13
  • Participating Frequently
  • 106 replies
  • June 5, 2023

That's great news! Glad to hear that this could help. 🎉