Text field using "From another field", but filtered

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  • Updated 3 years ago
We have a text field that uses the input type of "from another field" (in our case company name).  We'd like to be able to filter this to show certain companies (based on the type of company).  Is this possible?  I found a similar question below, but there wasn't an answer.  Hopefully I'm overlooking something with this.


Thanks in advance,
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Posted 3 years ago

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If you want to be able to filter then you will need to have a Relationship where 1Company has Many records. Then on the form properties for that drop down field you can use a filtered report of say just Active Companies instead of he default Record Picker.