Related Record Chooser

Using a view to choose a record for a relation field

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.

Last modified November 27, 2023: Pivot table example (80c844c)