Setting Filters accross entire App

[Nathaniel]

Scenario:

1. I have a multiple pages with grid views showing data from different objects, but this objects have a common field (ProgramName). All these grid views have a Source filter where ProgramName = ‘abcd‘.
2. Is there a way to set this filter on all pages throughout the app? Maybe a table that holds desired ProgramName value, I only need to change this about once a year. Or a user can select from a form drop down the desired ProgramName and all desired source filters are chnage to the desired ProgramName.

Thank you!

[StephenChapman]

Hi @Nathaniel, I don’t know quite how your tables are structured, but it could look something like this:

• A table of Programs, ideally sorted so that the current year’s relevant program is the first available record

• A connection to the Program in all of your relevant tables. Set the program default value to the ‘first option’, so long as the year’s relevant program is the first sorted in the Programs table (as above)
  

  

• A connection to the Program in your Accounts table, which contains a conditional rule that sets it to the current year’s program for all accounts. Each year you’ll update it to point to the correct Program name.
  

  

• Recreate each grid/list/search view to show records (e.g. Courses, Enrolments) connected to the same Program connected to the logged-in Account. You should not need the custom source filter.
  

  

This way, each year you should only need to add the new program, and then update the Account connection field’s conditional rule.

Does that help?

[Nathaniel]

Hi @StephenChapman thank you so much for taking the time to provide this idea. I will give it a try. Thank you again!