How to adjust DB View to accurately display data in Record Grid?

We currently have one Record Type that displays records in a Grid format based on a DB View that was created to aggregate various data points. Two of the grid columns are "Next Site to Monitor" and "Next Monitoring Date" which pull information from multiple sites (locations) inside of the records.

Each site/location has an active/inactive status and the issue is that we only want Active sites to display in the grid but currently it displays any and all status of sites into the "next site to monitor" grid column. I'm not familiar with how to change the View or filter out these Inactive sites so they are not displayed inside this grid -- what is the best way to do this? 


  Discussion posts and replies are publicly visible

Parents Reply
  • +1
    Certified Senior Developer
    in reply to Sarah K.
    You have to include the ACTIVE_STATUS field in the view for you to be able to use it in the default filter. You can potentially access a related rule from the default filter itself. However, this option is not efficient. Once the field is added in the view, click on "New Default Filter" and enter "ACTIVE_STATUS" in the "Field", leave the "Operator" as "=" and enter "=1" as the "Value"
Children