Skip to main content

How to let users open a form that is pre-filtered for them?

How to prefill (or set default values) to filter linked records so users don’t need to select anything?

Updated over 10 months ago

You can limit the records showing in a linked field by prefilling its filter field with a unique ID to show the form users only their own records. To let users open a form that's automatically filtered specifically for them, you would need to use 2 features:

⚠️ When you try to filter linked fields, you should be prefilling the filter. Which should be a field other than the linked records field itself.

Related

Did this answer your question?