Filter grid on parent record

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1

I have staff in the account table and related ‘forms’ in a connected table. The forms have an expiry date.

I have created a grid view to display expiring forms. But I don’t want the expiring forms to be display for inactive users.

It does not seem to be possible to filter the view on fields from the connected table. It also doesn’t seem possible to do any conditional formatting using the connected records.

So I guess I am going to need to write some Javascript for this. Has anyone already done something like this ? Need to hide row depending on the value of a record.

Thanks!!!

2

Hi @Brian7, you should also be able to use a Text Formula field to fetch the User Status field value from the connected Account table in your Form table. The formula would look something like: {Form Account.User Status}. That way you’ll be able to filter using that new Text Formula field.
Let me know if that works for you!

3

Ah yes of course I can. I knew I’d done this before!!!

Thanks