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  • 1.  Mark a record in a record picker

    Posted 03-18-2023 07:40

    I have a parent table called Housing and child table called Enrollment. As part of the enrollment process, user will assign a housing unit via a record picker in Housing table. When this happens, I'd like to mark that housing unit as "booked" so I can then filter it out of record picker results. Is it possible to mark a record in a record picker or is there a better way to accomplish end result--i.e., prevent double-booking?



  • 2.  RE: Mark a record in a record picker

    Posted 03-18-2023 07:44

    np,

    Just go to the relationship and create a summary Checkbox if there are any Enrollments, call it perhaps [Housing is Booked?].

    The create a report called "Used on Enrollments" which will have the preferred sort and columns for your drop down list of housings and filer it where [Housing is Booked?] is unchecked.

    The go to the FORM properties and set the drop down field to use that report instead of the standard Record Picker.



    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Mark a record in a record picker

    Posted 03-18-2023 08:44

    Thank you, Mark. I'm not seeing a summary checkbox option, but I did add a numeric summary field and have filtered report on that summary field being equal to zero. 

    Turns out, we may not implement this, but it is nice to know it can be done. Thanks again




  • 4.  RE: Mark a record in a record picker

    Posted 03-18-2023 12:01

    Just for future reference, when you make a summary field, there's an option to tell if there are any children. That results in a Boolean check box.



    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------