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Finance | Project Operations, Human Resources, ...
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Filtering form based on some condition

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Posted on by 45

Hi, 

If I have payment methods form that every has three steps, I want to create a form for each step displaying its records.. like a form for only the payments that reaches the first step, and another one for those who reach the second step and another one for those who reach the third step 

all the transactions combined in one table, each payment holds three records as stands for the three steps

any help?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    293,112 Super User 2025 Season 1 on at
    RE: Filtering form based on some condition

    Hi Kareem,

    If you have a menu-item or menu button, you can pass some arguments to the other form, like the record or another variable. In that way, you can retrieve this information on step 2 or 3 and make sure you filter the correct records when opening the form.

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