How to use the link column selection filter in Timetonic?
The selection filter is an option that allows you to display a filtered list in a link column, according to specific criteria between tables. This filter does not necessarily depend on a direct hierarchy as could be the case for conditional selection. If you want to make the comparison, find the tutorial made to explain this functionality just above. It can work according to two types of filters: filtered by column value. In this case, the selection list of the column is filtered by the reference value, example the existing relationship between two tables, or filter by shared link. In this case, the displayed options will be based on a link criterion between several tables, and we will see this filter treated in a future tutorial.
Before the demonstration, let's look at a diagram that illustrates the operation of the selection filter by column value, useful for managing relationships and ensuring the consistency of choices. In this example, we want to display the contact related to his opportunity by the chosen client, using the selection filter by column value from the customer's contact to the customer's opportunity. Let's look at this concretely. I have a table clients. This table contains the reference data of contacts assigned to these clients. I go to an opportunity table. In this opportunity table, I have the column of my clients associated with the opportunity, and I want to get the reference contact of this client. For this, I insert a link column that will be my contact table. I find myself with the complete list of available contacts, but which is not the list filtered by the customer's contact. In that case, I go back to modify my properties in the configuration. I select the filter here. I choose filter by column value, and I will find my customer contact filter equals client opportunity. I validate and now I will find only in the proposal that the contact associated with my client. The selection filter offers you flexibility and precision according to your needs. Choose the option that is best suited to you and boost your processes with Timetonic. Music.
