Re: Filtering Relationship Based on Field in Parent Table

Original Message:
Sent: 6/16/2020 12:48:00 PM
From: Mark Shnier (YQC)
Subject: RE: Filtering Relationship Based on Field in Parent Table

if you look at the drop down field on the form for [Related Project] or more likely [Project Name] if you are properly using a Proxy field, you will see what "report" it is using to choose a record.

If it is just using the default Record Picker, then that is an unfiltered list.

You can make any report that you like to drive that drop down list, for example Active projects, and then set the form property for that drop down field to use that report to drive the drop down list.


------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 06-16-2020 12:29
From: Elisha Tenenbaum
Subject: Filtering Relationship Based on Field in Parent Table

Hi!

I have a Parent Table called "Projects" and a Child Table called "End of Day Reports".

The Projects table has a checkbox field in it. If it's checked it indicates that the project is active.

I'd like to make it so that when users open the "Related Project" dropdown, only the active projects appear.

Can that be done?

Thanks,
Elisha

------------------------------
Elisha Tenenbaum
------------------------------