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Filter a layout to only related records

Question asked by charltoncalhoun on Nov 8, 2011
Latest reply on Nov 8, 2011 by philmodjunk


Filter a layout to only related records


I have a Company table and an Product table and they are related by a CompanyID field. I have a listview layout called CompanyList which lists the Companies. I have assigned a button to the company text that when clicked will change to layout #2 (ProductList), which is a listview of products.

What I want to do is filter the ProductList layout so that it only shows products that are related to the company that was clicked. I also want to be able to add new products from the same layout with the same Company automatically set as the related record.

I do not want to use a portal to show related records. Can anyone provide instructions on how to accomplish this?