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 a week 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.


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