Confiforms: Filtering viewed data by smart dropdown fields.

[Katherine Barako]

Hello,

I have a question about filtering cleanviews by smart dropdown fields.

I have a field "boardmember" in form "boardvote" that is a smart dropdown which references a table "allboardmembers" whose fields are

1. name (text, e.g. "Michael Scott")
2. role (text, e.g. "Manager")

The field name being selected by form boardmember using the smart dropdown is [name].

In the form "boardvote" I bave three fields

1. boardmember (smart dropdown to allboardmembers [name])
2. vote (radio button)
3. deputy (text, optional)

I have been asked to record the vote of each boardmember in a way that makes it clear who has and has not voted. I am trying to do this with a table:

Role              | Boardmember                    |   Deputy                  |     Vote                        

Manager      | ((name e.g. Michael Scott))  |  ((Michael's deputy))   |  (("Michael's vote))

Salesman      | ((Jim Halpert))                      |  ((deputy))                 |    ((vote))

Receptionist | (Pam Beesly))                         |  ((deputy))                |  ((vote))

Where the items in bold are hardcoded table headers and the items in ((italics)) are confiforms cleanview macro of the vote field filtered to only votes to a person with that [name]. 

My question is: how do I filter the displayed results to only show the vote(s) from the person with that role on on the table. 

In my first attempt, I didn't even try to include the role, and tried filtering directly by boardmember:*Michael* or similar. I could not even get that to work, so I know I'm on the wrong track. Edit: I was able to get "boardmember:Michael Scott" to work just now by unchecking reference to records, but I think that may preclude me from being able to access [role].

Would greatly appreciate your help! Thanks very much.

[Alex Medved _ConfiForms_]

Smart field in ConfiForms when use with a "reference to records" option checked stores a link to another record, which allows you to navigate to another record's fields

So, in this case the filtering expression would be

boardmember.name:Michael Scott

If the mentioned option is unchecked then a "value" that is the field is linked to is stored as-is (plain text)

Alex