We have a LinkLoad set up in a subtable. We use the field to select associates and load data from the associates record in other columns. We are trying to figure out a way that once an associate has been selected (added to the subtable via the LinkLoad cell in the subtable) that they no longer appear in the list of available associates to select from. Each associate can only be selected once, and even though we set the cell to be “unique in subtable” it doesn’t prevent them from being selected, it just prevents us from saving if there are duplicates. Our ideal solution would be that once they are added to the subtable that they just simply don’t appear in the options anymore. I’ve tried dynamic filtering the LinkLoad, but I can’t figure out a way that it can filter out those already in the subtable. We thought about having a field in the subtable act as a flag and updating it back on the source record, but this sheet uses Autosave, which doesn’t run the Post-Workflow, so we can’t have it run the button after each change. Manually saving between each selection is inconvenient and wouldn’t be an option for us.
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Hi,
I’m sorry for the inconvenience, but it appears that achieving this with the current design tools is a bit challenging. Since dynamic filtering in subtables evaluates each row independently, it’s not possible to exclude options that have already been selected earlier. For now, the best approach would be to set the subtable to disallow duplicate values.