CODEWITHSUNDEEP
netsuite
jimijon
jimijon

Reputation: 2166

Narrow my selection to show only related records

I have created to custom record types. Poll and Questions.

I would like to have a field in Poll to point to the starting question. As such, I would like to user to click from a list of current poll questions.

However, I can't seem to find the right approach to filtering the set to just questions of the current poll.

What is the proper way to do this?

REVISED ADD ON QUESTION:

How do I narrow the selection on SCQP-Questin dropdown also?

How do I narrow the selection on SCQP-Questin dropdown

Upvotes: 0

Views: 275

Answers (1)

erictgrubaugh
erictgrubaugh

Reputation: 8847

You will probably want to do this in your field definition for the Starting Question field on the Poll record. Open up this field definition and take a look at the Sourcing and Filtering tab. There you should find a FILTER USING sublist; you can use this to set up the appropriate filtering.

The FILTER USING column will show you fields from the Question record. I assume that there is a field on the Question that links it to a Poll; this will be the field you select for FILTER USING. Next, select equal to for your COMPARE TYPE. Finally, in the VALUE IS column, select CURRENT RECORD. This should filter down the list of questions to only those that have the current Poll set.

Here's a screenshot of the table just to illustrate the columns I'm talking about. Obviously I don't have Poll and Question records set up so I can't show you exact fields set in the table. Filtering sublist

Upvotes: 1

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