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Select Child Records from within Parent Form

  • 1.  Select Child Records from within Parent Form

    Posted 06-27-2019 18:44
    Apologies if I'm missing something obvious. I have a Parent to Child (one to many) relationship created. Within the form of the parent, I would like the user to be able to search for and SELECT (i.e. not add, but select from existing records) the records in the children table which should be related with the parent. Is there a way to do so within the parent form i.e. rather than being navigated to a child record form? I guess what I'm asking for is the reverse of a dropdown on the child form which would enable me to choose the related parent.

    Any good ways to accomplish this? Thanks

  • 2.  RE: Select Child Records from within Parent Form

    Posted 06-27-2019 19:00
    I have a Quick Select technique that I have implemented for many clients.  It usually takes an hour to set up.  You would launch off a The Parent record that that Record ID# is recorded in a User Focus table where the Key field is userid.

    Then the screen landed the user on a report you specify, for example a table of orphan children looking for parents.

    It's just a table report so you have full the usual full access to dynamic filters and the filter box.

    The user will click click click on as many orphans as you like to quickly create the child records, and then there is a link to get back to the Parent so the user can see, that indeed the children did get attached. 

    If you are good with URL formula buttons, then I can help you with the setup here, else contact me via my website fir that hour of setup time.