Discussions

Expand all | Collapse all

Popup record picker workaround!

  • 1.  Popup record picker workaround!

    Posted 02-21-2019 21:23
    I found a way to work around the popup record picker window. We find our desited record by typing so the popup was annoying, just showed up one day.

    the workaround: create a multi select field and use your common proxy field as the source.
    make your related record field be a formula field that uses the value from the multi select field. the caveat is the field also needs to be the keyfield for the relationship to happen, making it that way was actually pretty nice for our setup

    cheers


  • 2.  RE: Popup record picker workaround!

    Posted 02-21-2019 21:28
    Hi Jonathan - the current record picker drop down defaults to a pop-up dialog over a certain number of entrees. Come Sunday though, all record pickers will be moved to our new search and type ahead picker which you can read about more in our release notes.


  • 3.  RE: Popup record picker workaround!

    Posted 29 days ago
    Does this capability extend to a report field that is set to <ask the user>?


  • 4.  RE: Popup record picker workaround!

    Posted 02-21-2019 21:30
    And for Grid Edit also?


  • 5.  RE: Popup record picker workaround!

    Posted 02-21-2019 21:32
    Not yet. It will not come to grid edit as you know it, but rather a new and improved bulk editing experience which includes this type of behavior. We plan on showing more on this at Empower 2019.


  • 6.  RE: Popup record picker workaround!

    Posted 02-21-2019 21:35
    :)