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Searching Within Linked Fields

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Vince_Forte
4 - Data Explorer
4 - Data Explorer

I have one tabled named “customers” and another name “properties”. One customer can be related to multiply properties.

In another table called “Leads” I have a linked field named “customer” where I select the correct customer. I’d like to have another field called “address” where I’d be able to link to the “properties” table but it would ONLY show properties related to the Customer selected. Is that possible?

1 Reply 1

If you want to display properties which are linked to that customer: Create a Lookup field in your [Leads] table that looks for the Link field in the [Customers] table that links to the [Properties] table.

If you want to link properties to that lead with only the properties which are linked to that customer as selectable records: this can’t be done without a Script.