You can link data together so that the contents of one grid view, or form, is filtered based on item(s) selected in a different grid view, referred to as a "Driving View". This facilitates linking such as selecting a Business in one grid view (Driving View) and having a list of Contacts display in a second view, as illustrated by the first image below.
Setting up Links Between Two Views
A grid view will be automatically a driving view if any of the filter expressions in a second grid view reference it by name.
To make a grid view dependent upon the driving view, set up a Filter which uses at least one condition with an expression containing the driving view's name. e.g. Business. An example condition expression is shown below, Name is an Attribute in the driving view:
| Code Block |
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BusinessName equals BUSINESS.NAME |
Example
Tip
A view filter can be setup automatically by dragging any attribute header from one view onto a second view. The first view will become the driving view.
Setting up Links Between a View and Form
Grid views can be used to filter the content displayed on a form, as illustrated by the screenshot below.
This is setup by dragging the header for the attribute UID* from the grid view onto the desired form. This automatically setups up a background filter on the dashboard element that will look like:
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UID equals BUSINESS.UID |
Example
Tip
To edit the filter:
- Right click on the the dashboard.
- Select Show Element Details.
- See Background Filer Rules.
- Double click the rule to see its details.
See Also