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Show only records that match text in a field of linked table?

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rbeason
5 - Automation Enthusiast
5 - Automation Enthusiast

I have a linked table called "Voucher Codes" and as you can see from the attached screenshot, I can click the + and select a voucher code from this linked table and assign it to a record in the Order Fulfillment table.

 

This is great, it works, however it shows everything in the view "Available" in the "Voucher Codes" table.  Is there a way I can have it ONLY show voucher codes in the "Available" view if it matches the "Course" field in the "Order Fulfillment" table as the attached screenshot shows?

 

For example, if the Course says ITIL 4 Foundation w/TAKE2, it should only show voucher codes that are titled ITIL 4 Foundation w/TAKE2.  And if it the Course says ITIL 4 Foundation, it should only show voucher codes that are titled ITIL 4 Foundation, and so on.

 

Is this possible?

2 Replies 2

I think you can get this functionality with the new implementation of Dynamic links.

Sistema_Aotearo_0-1721602508070.png

You might have to make new lookup fields etc, but it's hard to tell exactly what you'd need without know the whole set up of your tables. 🙂


Justin Ng
Programme Coordinator at Sistema Aotearoa
https://www.sistemaaotearoa.org.nz/

I actually thought Dynamic Links would do it as well.  But it does not even list the Course field as an option to use.  It seems to be pulling in only the field names from the actual linked table "Voucher Codes".