Related Record Chooser

When a relation field is part of a form, the user can choose a record to link to from a view of items in the related table.

That way, a subset of records can be shown relevant to the situation. For example, imagine there is a table of company records, which store customers and suppliers. When selecting a customer for a new invoice record, the user should be able to select only from companies which are customers, so a filtered view can be used.

See the view to use relation field option for more details, including how to filter the set of records further, perhaps with contextual data like field values from the record the chooser is in.