I'm trying to filter records of one list by the selection from the other. The example is:
I have a Contract record. On the Contract record I added an Invoice list (related to Contract). Under the Invoice list I have a list of Invoice Items (related to Contract and to Invoice, each Invoice can have multiple Invoice Items).
I added a checkbox "Selected" on the Invoice and wanted to do it that way, that user clicks "Selected" on the Invoice and saves the record, and then the Invoice Item list is filtered by the Invoice, which has the Selected flag set to True. This doesn't work, system says the query failed, plus when I add "Selected" flag on Invoice Item list (from related invoice record) it's never selected (although on Invoice it is).
Do you have any other ideas on how to enable user to see on one page the invoice items for the invoice they select? I tried it with quick filter as well, but I cannot seem to make a filter to show only the invoices related to the opened contract.
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Yes, as Ryan says, it is possible to configure this in Freedom UI without code. You can see an example of this in the screenshot above - you select the Invoice items list, in your example, and apply a filter by page data, specifying the Invoice list data source.
This is definitely available in 8.1.3, and I believe it's been around since at least 8.1.0 but possibly longer.
You can see an example of this in 8.2 on the new Web Analytics page. At the bottom there are two lists, a selected record on one filters the second one. This is all done with no code, however, I am not sure if that is only available in 8.2 or also in prior versions.
Yes, as Ryan says, it is possible to configure this in Freedom UI without code. You can see an example of this in the screenshot above - you select the Invoice items list, in your example, and apply a filter by page data, specifying the Invoice list data source.
This is definitely available in 8.1.3, and I believe it's been around since at least 8.1.0 but possibly longer.