Filter a List View?
I have a table "parts". This mainly used to define the parts we have sold or have on order. However, I am implementing a quoting system, which will allow the user to add a part to a quote.
We are a make to order business, so our parts change on almost every order. Therefore, when a person adds a part to a quote, I would like the system to make a duplicate of that part, and allow the user to modify it for the quote. That way, the part "as quoted" never changes in the system, and a history can be found about what was quoted (even if the main part is modified, the quote still shows what was quoted).
Once the part is assigned a part number, it is considered "production" level. So...one can put a part on a quote that is not really complete or production ready, it's just an "estimate".
I have a parts list (list view layout), which shows all of the parts and some key fields. However, I only want this list to show those parts which have a part number assigned.
Is there a way to filter a list view layout (only parts with a part number) rather than using a portal? It seems I would have to do this via a relationship configuration, but I am not sure how.