FAQ
FAQ
When users click a Linked Field (Select From Other Sheet field) and the dropdown doesn’t display the expected records, it’s usually due to one of the following reasons:
The content shown in the dropdown depends on the user’s Access Rights to the source sheet.
For example, in a "Sales Order" sheet, you might set up a Link and Load field that pulls data from the "Customer" sheet. When a user clicks the "Customer ID" field, the system displays a dropdown list of customer records. Upon selection, it automatically loads related fields such as Customer Name, Phone Number, and Address.
Whether a user can see any records in the dropdown depends on their Access Rights to the "Customer" sheet:
(1) If users are Survey Users, they can only view customer records they created or that were assigned to them.
(2) If users have No Rights to the "Customer" sheet, they won’t see any records in the dropdown.
When setting up a Link and Load field, make sure to assign appropriate Access Rights to users on the source sheet.
If the Link field has Dynamic Filter Setting, these filters will also determine which records appear in the dropdown.
For example, in the "Sales Order" sheet, you might configure the "Customer ID" field with Dynamic Filter so that each salesperson can only select customers they are responsible for. In this case, when Salesperson A opens the dropdown, only their assigned customers will be shown, not the entire customer list.
If the dropdown appears empty or does not show the expected records, verify whether Dynamic Filters are applied and ensure the filter conditions are set correctly.
