I am creating an app that tracks deals and updates on those deals.
I have two tables in my app, โDealsโ and โUpdatesโ.
The updates tables reference the account names from the Deals sheet.
As an example, I have a new Deal on the Summary table with an โAccountโ value of โCompany Aโ . On the updates sheet, I have several updates, each with their own unique โIDโ and โAccount IDโ of โCompany Aโ
In the app, I have a detail view of each Deal. I have an action which allows me to click a button and see the updates view. I would like to be able to filter this view to show only the updates for that specific deal.
Right now the behavior target is just 'LINKTOVIEW(โUpdatesโ)
What I need it to do is something like:
LINKTOVIEW(โUpdatesโ where โAccount IDโ = current deal Account name).
If I am in a detailed view for Company A and I click the updates button, I would like to navigate the user to an Updates view that only has the Updates for Company A.
Then, I would like to be able to add new updates for that specific deal from this view.
What am I missing.
Solved! Go to Solution.
Thanks for this Mark.
When I added the filtered view expression, it still shows me every record instead of only the ones for that account ID
Nevermind. Worked. Just needed to refresh.
Thanks
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