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Record Picker configuration

  • 1.  Record Picker configuration

    Posted 02-26-2018 14:35
    There is a table relationship between Sections table and Table B, Sections is the parent or master.  In a Table B form there is a dropdown that the user can select Browse all sections and choose the parent Sections record.  I do not want users to be able to create new sections from the child table Table B.  Therefore, how do I remove the "Add New sections" button:



  • 2.  RE: Record Picker configuration

    Posted 02-26-2018 14:37
    Users in Roles which do  not have permissions to add records, will not be offered the Add button.

    ie, set the Role permissions to  not allow ADD.


  • 3.  RE: Record Picker configuration

    Silver
    Contributor
    Posted 02-26-2018 14:43
    Hi Jeff,

    You can restrict them to add records in the master table. You can do so through the role settings.

    App Settings->Roles-> then, uncheck the add record option.



    Do let me know if you need any further help.

    Thanks,

    Gaurav


  • 4.  RE: Record Picker configuration

    Silver
    Contributor
    Posted 02-26-2018 14:45
    Ohh Mark! you have already given the answer when I was typing and I saw it when I saved my one.


  • 5.  RE: Record Picker configuration

    Posted 02-26-2018 14:46
    Well, better two responses for Jeff, than none.  :)


  • 6.  RE: Record Picker configuration

    Silver
    Contributor
    Posted 02-26-2018 14:48
    Haha...that's correct. :)


  • 7.  RE: Record Picker configuration

    Posted 02-26-2018 16:19
    Thanks, that worked.


  • 8.  RE: Record Picker configuration

    Posted 02-26-2018 15:32
    I have a very similar question so I'd like to build on this question rather than start a whole new one. I want to allow the user to add records to the parent table. I just don't want them doing it from the record picker embedded in an add/edit operation to a child record. Also, when "Add a new record" is selected from the record picker no prompt is made to create the new parent and the child record is saved with a value of "_other" in the related parent field.