Filter reference sub-tables



I am finding many cases where I need to filter the records in an embedded reference table. In the example below I do not want to display projects which are already in production OPS (green) and only active ones.

I do not want to set a Fixed filter as this means when I look at the full list of records the once in OPS status will not show. If we can provide something like you have with Link filtering this would be wonderful.


Reference sheet embed conditional formatting

Do you mean to filter a subtable in a record based on a non-subtable field value in that record?


Hi Jeff,

Yes we need the ability to filter the refence records by either a field on the parent form (non-subtable) or
by a fixed value.
I imagine the setting would look something like this prototype.

In my example above I would not want users to see old projects so the filter would be Project Stats != ‘OPS’

Many database applications allow you to filter the display of the 1 to many related data by more then just the primary key, in Ragic case the Link and Load field.