I am trying to create a form which contains the customers information at the top of the form and a history of their service calls in an embedded view in the lower half of the form.
I have no problem showing “all documents” in the embedded view, however, I need to somehow narrow the embedded view’s selection criteria to show only the docs related to a specific customer when you look at their info details form.
It appears that a simple view selection formula will not allow me to populate the view by retrieving the contents of the customer’s name or number fields as the field contents would obviously be different with each customer form.
I am hoping I am just overlooking a simple way to do this, but so far am having no luck.
Any help would be greatly appreciated.