How to compare values from two differing forms for specific users
Lookups are the main way, as I understand it, to draw values from one form to another. However, there are other times when other kinds of fields hold data that would be useful to link data across forms. For example, take the following forms and values:
UsersForm
Name EmailID Organization
Sam sam@xyz.com xyz
Sally sally@abc.com abc
SystemsForm
System_Name Organization
UIO xyz
IIO abc
PAA xyz
The question would be how to filter a view based on the SystemsForm such that the current user (defined by zoho.loginuserid) only sees SystemForm records for that user's organization. Thus for Sam, how does one capture the value of Organization based on his zoho.loginuserid compared with EmailID, so that one can filter out other organizations from SystemsForm. UIO and PAA would be the ones showing.