Expand all | Collapse all

Conditional Record Pickers in Grid Edit

  • 1.  Conditional Record Pickers in Grid Edit

    Posted 09-23-2020 16:46
    Hi everyone!  Trying to come up with a workaround for the 1000 record limit imposed upon record picker selections and thought maybe I can narrow this down by setting up some conditional record pickers.  We currently have 2000+ records to filter through but I wanted to set a preliminary record picker to filter the results by state.  This appears to work on the form but when carried over to grid edit we first get an error message that reads 'First choose State/Region' (even after it's already selected).  Even if we select State/Region then save, the second record picker still pops up in a separate window with 'No records found' to select from.

    Anyone have any ideas on what might be wrong and how we can make this work?

    Marissa Zepeda

  • 2.  RE: Conditional Record Pickers in Grid Edit

    Posted 09-23-2020 17:46
    Sounds like you will need a care team ticket for this one so they can have a look.  It should work but CDD in grid edit can be finicky.

    Is the CCD on the Related Parent or the name of the parent.  Which ever it is, you could try the opposite.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach

  • 3.  RE: Conditional Record Pickers in Grid Edit

    Posted 09-24-2020 10:14
    Hi Marissa,

    About a week ago I might have had the same/ a similar error. I do think it's a bug that QB needs to fix.

    I had my field that filters the record picker options as a formula field and had another drop down field that could override the formula field. This allowed me to automatically filter if I was creating a record through the form by using the related state but if I was creating a record using grid edit it would not be related yet to anything so I needed this override field.

    It gave me all kinds of issues because it wanted the formula field which was the field that filtered the record picker options listed first and then my override state drop down field and then my record picker field. I'm not exactly a fan of how that ended up looking since essentially the first column isn't editable and the second column is where the user would actually need to select the state. It was just too clunky.

    Hopefully my experience is some use to you!

    Hannah Wright