In our M-Files setup, we have a class called Invoices which includes a property named Supporting Info. This property points to another class of documents (also called "Supporting Info") and is set up as a dropdown list in the metadata card so users can select one or more supporting documents to link with the invoice.
The challenge we're facing is that even after a document is selected and attached as Supporting Info on an invoice, it still appears in the dropdown list for the same and other invoices. The list of the supporting info documents is populated with a lot of documents, making it difficult for users to find relevant, unused documents.
What we're trying to achieve:
We want to exclude documents that have already been selected as Supporting Info from showing up in the dropdown list. Ideally, once a supporting document is linked to an invoice, it should no longer appear as an option.
Any best practices or tips would be appreciated.
Thanks