AnsweredAssumed Answered

Relationship to filter views between two tables.

Question asked by sccardais on Sep 15, 2014
Latest reply on Sep 16, 2014 by philmodjunk

Title

Relationship to filter views between two tables.

Post

I want to create a subset list of Users based on two tables:

         
  • Users (List of all past and present customers, trial subscribers)
  •      
  • Surveys (list of all Users who have completed a Satisfaction survey)

The two can be linked by UserID. Starting with the Users table, I want to filter out the people who have completed a Survey within the past 12 months. The Survey Date is in the Surveys table.

How can I filter my view to see only Users that have not completed a Survey in the previous 12 months? Can this be done with a simple relationship between the two tables? How would it be structured?

The ultimate goal is to create a new list each month that filters the Users list to omit Users who have submitted Suveys in the previous 12 months and further filters the list by other criteria that I know how to do.

 

 

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