This table is where I select the Payment Account for the Payment Method. Currently all of the Payment Accounts appear in the dropdown list.
I cannot figure out the formula to filter the Payment Account table by the Payment Method so that I only see Amex Blue and Amex Gold and do not see Citi Blue and Citi Gold when American Express is selected.
What you are trying to accomplish is not too complicated, but you need to set it up properly. If you share a dummy doc, I am sur someone in the community (or I) can help you.
Hey @Sarah_Zwier ,
I fixed it for you (gave you some options) - and I tried to explain it (bottom of the page). These type of things are confusing for new users. You have to play with Coda a lot - at some point you will start to see the light, the frustration will vanish and it becomes fun to build these type of documents.
Greetings,
Joost