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Re: Filter Linked records field to text in another field

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rbeason
5 - Automation Enthusiast
5 - Automation Enthusiast

Struggling to figure this out.  Is there a way to filter the results from a Linked Table so that it only shows items that match a term in another field?

 

In this case, for eLearning Access Code, when you press the + to add a code from this linked table, it should only show values that match what is in the Course field of the table.  Is this possible?

 

rbeason_0-1730385182943.png

 

2 Replies 2
DisraeliGears01
6 - Interface Innovator
6 - Interface Innovator

It's possible to get close to what you want by using dynamic conditions. In the linked record field settings, add filter by condition, and then in the gear change it to dynamic conditions. Now you can set the link field to only display linkages that are conditional on the fields in table 1.

So you can make a setting where "eLearning module" [contains] "Course". Two issues here though...One is that this won't work with comparing single select fields directly to free text fields. You could make a formula field that reformats the single select as text, predicate the dynamic condition on the formula, and hide the formula field so it effectively works the same though.

The other issue is that the only text compare options are contains, does not contain, is, and is not. That means that the field in table 2 must contain all of the field text in table 1. So as I described above it wouldn't work because your course field includes "Student will tell us what to send". If you made this condition and linkage from the access code table instead it would work, because the "Course" field in table 1 would contain all the text from the elearning module field though. 

I just need it to find a term, in the above case, if it finds "Foundation" in the Course field then it would show Foundation codes.  If it found "Create, Deliver, and Support" then it would display those codes.

 

When I do try and set it as a Dynamic, I only see these options, there is no Contains.

rbeason_0-1730388537865.png

 

Here is also a screenshot of the eLearning Access table.

rbeason_1-1730388745625.png