Opening a form with a subset of data

The Filter properties on a relation are used to apply a SQL filter to show a subset of data when opening a form.

A form is typically opened with a set of data for the user to browse. This data set is controlled by the data set relationships and the where clause specified in the form record Query property. In some instances, you may want to open the same form with a limited set of data. To do so, in the BA diagram, add a filter on the relation to the form.

The Filter properties consist of the Destination Field to filter on (for example, and the Source Field values to use for filtering (for example, the value in account.country_id). When the form is opened, it will filter the results displayed based on the filter.