How do I filter with a link field?
Example, a customer has multiple contracts.
First I select Customer A, when select contract No field - then I could select from the drop down of contracts which is belong to Customer A.
The same applies to serial no.
customer = Incident linkContractGroup field from IncidentAssocContactGroup relationship
contract no = IncidentContractno link field from incidentAssocContract relationship
serial no = Product link field from incidentassocproduct relationship
If I want to log an Incident ticket, I want the contract no field is filtered by customer name and serial no. Is that possible to do? How to do it?
1 of 1 people found this helpful
I imagine there would be a relationship between the Contract/Serial and Customer e.g Contract ParentLink = Customer RecId.
If this is the case, you should be able to filter using an expression such as $([OtherObject]ParentLink == [link:ProfileLink]RecId).
Hope this helps, Fatiha