How do I limit the Linked Records options in a form?

[NYCEDU_Admin]

I have an Event Check-In form that allows people to add an Event, which draws from the Event table.

EVENT CHECK-IN GRID

EVENT GRID

EVENT CHECK-IN FORM

While we only have two events right now, I can imagine this form getting very difficult to use when we have more and more events.

Is there some way to limit which linked records the form can link to based on a parameter like date of the event?

[JonathanBowen · Accepted solution]

Hi @NYCEDU_Admin - create a new view on your events table called “Future Events” and filter this where the event date is after “yesterday” (this allows for check-ins against today’s and future events):

Now, on your Event Check-ins table, on the Event link field set, limit the record selection to this future events view:

Now your form on the Event Check-ins table will only show future events as options for the check-in.

JB

[NYCEDU_Admin]

This was so perfect. Thank you for such a simple solution!