Linked to another record field with filtering

[William_Araujo]

In this scenario, there are 2 tables. A Clients table and a Marketing Spend list.

Each Client has a Status (a single select that can be Lead, Account, Not Interested).

The Marketing Spend list have a “Linked to another record” field where we would only want the “Account” clients to be available to be choseen as an option.

How would we do this?

[Mike_Alexander1]

Create a new View in your Clients table that filters for only records that have Status == “Account”. Then in your Marketing Spend list table you can modify the “Linked to another record” field to be limited to only your new View in the Clients table. The result will be that attempting to add a link from the Marketing Spend table only allows selection from the items in your new Clients table View, which is limited to those with the proper Status.

[Moe]

If you’re trying to do this in a form, we’ve built a 3rd-party form that allows you to filter linked records dynamically based on another field’s selection.

miniExtensions

Conditional Filter for Linked Records in miniExtensions Form

Filter through linked records based on certain fields. e.g. instead of showing a list of all cities, select a county first to narrow down the options.