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Record Picker Question

  • 1.  Record Picker Question

    Posted 19 days ago
    Hello All:

    I am hoping there is way to only show "Labor" Category Items/Records in the record picker when using Labor Cost Form.

    Similarly, "Material" Category Items/Records in record picker when using Material Cost Form.

    I would like to keep all these cost codes for labor, materials and subcontractors in just one table (easier to update on new projects).

    Any ideas how I can do this?   Always grateful for insight and help.

    Dirk

    CSI Code - Phase Code Record Picker


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    Dirk Ruana
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  • 2.  RE: Record Picker Question

    Posted 19 days ago
    When you have a relationship, the form will default to using the default record picker fields as specified in the Advanced Properties and the sort will default to the default sort for reports on that table.

    But you can make a new report called Labour Cost Codes for drop down. I suggest making the report visible to no Roles as its only purpose is to serve the form.   Set the filters and sort and fields you want to show, and then edit the form properties for that drop down field to use your report.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Record Picker Question

    Posted 19 days ago
    Hey Mark:

    Not sure I am following your suggestion.  I can't eliminate the relationship.

    A little confused.

    Sorry,

    Dirk

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    Dirk Ruana
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  • 4.  RE: Record Picker Question

    Posted 19 days ago
    Hi Mark

    I was hoping this could be accomplished with "Custom Data Rules."

    But not having any luck.

    Dirk

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    Dirk Ruana
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  • 5.  RE: Record Picker Question

    Posted 19 days ago
    Custom Data rules are something completely different and are used to validate data or block the save if the data is invalid.

    I was not suggesting that you delete the relationship.  Your question seemed to me to be saying that when selecting a labor cost code, you only want to see cost codes which are labor.

    So make a report of the cost codes that are just for Labor and then set the form to use that report for the drop down list for that cost code table.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 6.  RE: Record Picker Question

    Posted 18 days ago
    I guess I know how to make a report that just shows Labor Phase codes, but I can't figure out how to incorporate into record picker?

    Do you create a Relationship between the report and the Labor Cost form?  I thought you could only do that with tables?

    Sorry for the confusion. 

    Dirk

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    Dirk Ruana
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  • 7.  RE: Record Picker Question

    Posted 18 days ago
    I see a field on your screen shot for CSI - Phase code.  That is a drop down field from a relationship, right?  So go to the form properties for that drop down field and instead of letting the form use the default record picker fields, tell it to use a report instead.  ie you specify that in the form properties.  The report will be one that you will have made for this purpose which is  filtered to only show labour codes.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 8.  RE: Record Picker Question

    Posted 18 days ago
    Mark:

    Worked like a charm.  Quickbase does so much, its like trying to drink from a fire hose at times.

    Thank you for clear and insightful direction.

    Sincerely,

    Dirk

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    Dirk Ruana
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  • 9.  RE: Record Picker Question

    Posted 18 days ago
    You may find this useful either for your current application or for future use:

    https://help.quickbase.com/user-assistance/conditional_dropdowns.html

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    Adam Keever
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