Filter Data in TableView based on Another Form

Rayman Bacchus
Contributor
September 23, 2024

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

Capture.PNG

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 B)

Capture2.PNG

 

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Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 23, 2024

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

Rayman Bacchus
Contributor
September 23, 2024

Thanks Alex!

This is 95% of what I was looking for.  I am wondering (as a final step) if there is a way that when the user goes to intake RB008 that the Intake Reference dropdown defaults to only showing RB008 in the dropown.  Right now in the Intake Reference Field it shows all intakes where I only want it to show the one assoicated with the Confluence Page.  In my example the intake is RB008 so I want the Intake Reference field to only show the RB008 in the dropdown list and not all intakes.

Capture3.PNG

 

 

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 23, 2024

Is that an "inline add" functionality of a TableView?

 Screenshot 2024-09-23 at 15.40.15.png

IntakeRef=[entry.id]

Alex

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