Filter Data in TableView based on Another Form

Rayman Bacchus

Hoping you can help:

I have two forms:

Form A which has a field called IntakeNumber along with many other fields

Form B which has a field called IntakeRef along with 5 other fields

I am trying to ConfluencePage that shows data from Form A, with an editable tableview from form B filters on the IntakeNumber from Form A, so the user can add tasks that are actually assigned to Form A.

Form A creates a Confluence Page titled  [entry.IntakeNumber]: [entry.InitiativeName]

Form B has a smartdown field called Intake Ref which I want to show only the IntakeNumber from Form A

RIght now the dropdown shows ALL intake numbers created by Form A, when I only want it to show the 1 number that the form is actually under  This is a shortened version of the ConfluencePage (created by Form A) with the TableView (from Form

 

Alex Medved _ConfiForms_

Hi @Rayman Bacchus 

 

If I understand you correctly, which one is form A and which one is form B and how they are connected

Then the filtering condition for the TableView (over the FrdIntakeTasks) on the screenshot would be

IntakeRef:[entry.id]

Alex