I should start by saying, if there’s a better command to use (rather than LINKTOFORM), please let me know. Been using AppSheet for a few months now…still learning.
The relevant tables I’m using are…
“Prospects” (Key = “Prospect ID”),
“Houses” (Key = “House ID”),
“Appointments” (Key = “Appointment ID”).
Multiple prospects can reside at one house and multiple appointments can be booked for one household.
When someone enters the app to book a new appointment, I have it setup to where they need to update any/all household and/or prospect details (and add an additional prospect, or resident, if we’ve obtained new information about the prospect’s spouse while booking a new appointment)… Once Prospect’s info is up to date, the user can proceed with booking a new appointment.
To do so 1) The user selects a house
They review and/or update household/prospect details .
Once updated, they click on an action named “New Booking” to book a new appointment.
Once they click on “New Booking” is where I’m having an issue…
Objective: User is linked to a form that has a filtered dropdown for that asks who they spoke to (“Booked Appointment With?” is what the form asks). I’d like for this dropdown to only list those 1 or 2 prospects that reside at the residence that they looked up prior to clicking on the action that brings them to the form.
I’m trying to use the LINKTOFORM option with a SELECT() command within the expression. Have tried lots of different expressions (using different combinations of [_THISROW], [House ID], and [Prospect ID]) but it continues to list all prospects when clicking on the dropdown.
Here’s a visual of one of the expressions I’ve tried (though I haven’t achieved the desired result with it)…
LINKTOFORM("(Primary-Tabbed) NewAppt", “Region”, USERSETTINGS(Select Region),
“Caller Name”, USEREMAIL(), “Booked Appointment With”,
[Prospect ID] = [_THISROW].[HouseID]))
Thanks in advance.