Dynamic Data Filters
Dynamic Data Filters
You can apply dynamic filters to your linked fields.
For example, if you’re assigning Sales Managers to Meetings you can limit what Location this meeting can be held at based on where the Sales Manager works.
The two fields need to be the same field type.
Enable dynamic data filter
Click Manage fields and data
Select the arrow on the link field where you’d like to apply the filter
Tick Limit the records which can be selected
Choose the field you want the filter in the linked table
Scroll down and select the operator ‘is current record’s’
Select the field in the current record you’d like the filter to check
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