I am needing some help with dealing with form data for 2 different clients, and am hoping for a little enlightenment.

First, conceptually, is it the case that a CustomRecordSetDefinition is the template for for a CustomRecordSet, the CustomRecordSet is an instance of the Definition, the CustomRecordSet contains CustomRecords (fields) that are in turn defined by CustomRecordDefinition (which apparently is set on a field by field basis while creating a form/CustomRecordSetDefinition?

So adding a data source by Form is great, but it only qualifies by the name of a form - I can do pretty much the same thing by using a qualifier like:

qual := BDQualifier qualifierWhereValueOfKey:'customRecordSetDefinition.name' isLike:formName.

and return a CustomRecordSet. But what I really need to do is go one step further and return those forms whose particular custom record has a specific value. The equivalent (in my case, since I need to first identify the organizations who have forms that meet the desired criteria, and the ability to show the form data for those orgs) of having a Standard filter of type Organization with
Forms > FormName > Field (is) value.

But I need to supply that value via user input, the record is a pop-up..

My second client is along the same lines, though in a layout rather than a report case. For any given client, I need to show all the forms/ associated field data based on one form field either being yes/no (checkbox), bringing me right back to data source for a table.

Any pointers on this would be incredibly helpful. It is very unclear to me how to get values from records versus recordsets, and I'd really like any clarification or tips on how to proceed.

Thanks!
-E