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Filtering Relationship Based on Field in Parent Table

  • 1.  Filtering Relationship Based on Field in Parent Table

    Posted 27 days ago
    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

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    Elisha Tenenbaum
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  • 2.  RE: Filtering Relationship Based on Field in Parent Table

    Posted 27 days ago
    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
    ------------------------------



  • 3.  RE: Filtering Relationship Based on Field in Parent Table

    Posted 27 days ago
    Edited by Elisha Tenenbaum 27 days ago
    Hi Mark
    Thanks! That worked.
    Now that I've done that, is there a way to edit which fields appear in the record picker, much like you can do when you're using the default record picker?
    Thanks,
    Elisha





  • 4.  RE: Filtering Relationship Based on Field in Parent Table

    Posted 27 days ago
    Well the report controls the filters,  the fields, and the sort of the drop down.  So just hack away most of Fields and just show the Project Name field.

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



  • 5.  RE: Filtering Relationship Based on Field in Parent Table

    Posted 27 days ago
    Edited by Elisha Tenenbaum 27 days ago
    That worked!
    Thanks again
    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