Linkage Between Form and Report

johnjrmot ✭✭
edited 08/11/22 in Smartsheet Basics

Good afternoon,

I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily.


All customers have a "Note" entered as part of their form.

I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to show a link that opens, in a new window, a report that shows only Customer Name, Data Input Date, and Note fields from the form sheet.

I would like to be able to filter this report by customer name, to only view the Notes related to that specific repeat customer.

Is there a way to arrange this between the form, sheet and report that does not allow the form user access to the original data sheet that is filled in by form submission?