I'm building my client portal.
I have a database for Clients, which is related to databases including Notes, Meetings and a couple others.
I created a template for new client. It uses self-referencing in the filters perfectly so I can only see their items on the Client page.
I'm creating notes for the clients. On that page, I'd like to have a list of all their action items (think of it from a 1:1 meeting). I have the client as a related field in the shared actions database.
How do I create a filter in the New 1:1 Notes template that automatically references the Client, or do I have to set that filter by hand with every new note (which would suck).
Note: I don't see an option to do the self-refencing filter like I do in the parent's filters.