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, which is referred to as a driving view. For example:
- in a driving view grid, the user selects a business
- another view displays the list of contacts for that business.
This is illustrated by the first image below.
Setting up Links Between Two Views
A grid view is automatically a driving view when any 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:
BusinessName equals BUSINESS.NAME
Example linked view to view
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 directly onto the desired form. This will automatically setup a background filter on the dashboard element that will look similar to the example below e.g. filter the content for a selected record:
UID equals BUSINESS.UID
Example linked view to form
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