I have a Project Plan table and a Resources table. The Resources table has a reference to the Project Plan. I have a ‘template’ page that’s used as a canvas column on the project plan table. The idea is to view the linked resources when the project plan row is opened and then also add new resources that automatically relate it to the project plan it’s viewed from.
How can I create a filter on the template table that dynamically reference the row of the project plan it was launched from?
Thank you. I took a look at that approach but it doesn’t seem to work for the table that I’m trying to display in the canvas template. It just prints the table view name.
Both Labor and Equipment views reference the same underlying table and have very similar filters. Equipment works as expected but not Labor. I.e. it doesn’t auto-assign the parent row as the Project Plan in the Resources table.
I also have a question.
Is this canvas column really necessary? You can achieve something similar to what you’re trying by using a linked relation column and setting it to display as a table in the view modal. LIke this:
Please excuse my noobness here - just learned about Coda a couple of days ago. There’s no sensitive data - we’re still exploring. How do I share a doc without giving edit rights but also allowing you to see the formulas, etc? View only doesn’t seem to do that.