View Rules do not apply to new records
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06-20-2018 11:08 AM
I have a form that is accessed through two different entry points. Depending on the entry point, a different view will be used.
I created a View Rule that checks to see if the parent that the form is initiated from is of a certain type. If it is, I expect to use View A. If not, I expect to use View B. View A is default, so I created the view rule for View B.
If I attempt to create a new entry of the form with type that is supposed to use View B, I should see view B, but I'm seeing view A.
Can someone clarify where I may have gone wrong here?
Thanks
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06-20-2018 12:02 PM
Are you saying that even if I do <parent reference field>.type = <value> it still will not work?
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06-20-2018 12:17 PM
Also, the new record would be made directly from the parent form itself. How do I manipulate the New button to show the correct view?

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06-20-2018 01:28 PM
I think the easiest way to do that will be to create a list view with the same name as the form view you want to open and make that list view the default view for the related list on the record in question. Click on the new button from a list view where the current view is A will open a new record in that table with the view A (if it exists).
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06-20-2018 01:51 PM
I should clarify:
Both entry points are on the same parent form. They just show differing information. Two Relationship entries, each with different criteria and fields were created and added to the form.
Relationship A should open the form in View A while Relationship B should open the form in View B.
Am I doing this wrong? If so, where do I create said list views, and allow myself to use multiple ones?
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06-20-2018 02:09 PM
As a test, I did exactly what you suggested, I used the default list relationship (which I previously hidden), and tried to use the list view. Only problem is that I can't leverage said list view at all. Created a list view, customized it, and saved. Still uses the default list view. Any ideas on what I am doing wrong?