Is there a way to Filter a ref_row based on input text in another field before sync?

[Antwain_Jordan]

I’ve created a valid_if statement for a column. Based on the values input into that column, I want my ref_row to filter the results prior to syncing. Is this possible?

[Antwain_Jordan]

@Bahbus, are these the details you were referring to?

[Bahbus]

Like this one, but with Type Details also expanded, and for the column that is misbehaving.

[Antwain_Jordan]

“Leads”[Customer]

Cont’d:

“Customer”[EmployeeID]

Cont’d:

“Customer”[AffiliateKey]

Cont’d:

[Bahbus]

For that CustomerKey column, try a Valid If of [AffiliateKey].[Related Customers]

[Response_Team]

I’ve figured it out, sort of… I used the example you provided with the ENUM with a base as REF and VALID_IF, but it doesn’t auto select the option. Is there a way to do that. I’ve tried using Initial Value and App Formula, but I get errors.

[Bahbus]

What, if anything, did happen when tried [AffiliateKey].[Related Customers]?

[Response_Team]

Unfortunately, no . This does not provide the desired results.

[Response_Team]

Nothing happened. the Expression I used was [Related Leads][AffiliateKey] as we needed to pull the AffilateKey used in the Leads table and not the Customer. The initial Form starts from the Leads table & not the customer.

[Response_Team]

When I use initial Value as stated in some of the community forums, I get this error.

Column Name ‘EmployeeID’ in Schema ‘Customers_Schema’ of Column Type ‘Enum’ has an invalid ‘Initial Value’ of ‘=[Related Leads][EmployeeID]’. The type of the Initial Value does not match the column type. Consider using ‘’ instead.

It say consider using " which confuses me.

[Bahbus]

I believe the error is because that method brings over your information in List form. Try:
INDEX([Related Leads][EmployeeID],1)

[Response_Team]

Once again, you’re a genius! Thank you so much! I you!