Fairly simple database structure (bit like a to-do list, although this is actually an activity-tracking database). Three tables:
I’ve connected Activity to both Clients and to Projects, per the instructions in the video on creating dependent dropdowns in a form. When I’m entering an Activity record, after connecting to the Client, I want next to see only Projects that are connected to that client.
In the form builder – for entering a new Activity record – there seem to be two ways to do this.
- In the Edit Field dialog for the Projects connection field, on the General tab, there’s a Show option, with two choices: “All records” or “Projects (Client) connected to this form’s Clients”. Which I take to mean “Show only Project records whose Client value matches the Client value already selected in this form.” See screen capture pasted below.
- But the Edit Field dialog also has a tab named Filter Record. On that tab I can create a new filter and configure it with the condition “Client / is connected with current record.” The word Client there clearly means “Client in the Project record”, because the other fields that I could filter on are all unambiguously fields in the Project record.
Now the Show option actually works, while the Filter option does not. But I can’t figure out why the filter option doesn’t work; and I can’t find any info explaining when I’d want to use one option or the other and what the difference is between them.