So I have a table, Purchase Orders. That table is a one to many child of Jobs. It's also a one to many relationship of Daily Reports.
Daily Reports is also a child of Jobs.
What I want is for user A to login, and enter 5 POs, and link them to Jobs.
Then, user B logs in and clicks the "Related Daily Report" field and it's limited to ONLY the jobs selected by user A.
Is this possible?
You can use Record Owner as a Dynamic Filter on the report User B is viewing. User B can then select a particular person and the report will filter to just the ones that User A created.
I did this, but I wanted to further limit the selection. So I ended up going with a new form and showing that form on Grid Edit. It worked. But then, when the user hits edit on the parent. It didn't work....
So I went back to the a conditional filter and created a formula in both to basically result in a combo of project number and "_1" if I wanted it shown, and then matched that in the other table. And it works like a charm now.
