Forum Discussion
MarkShnier__You
Qrew Legend
4 years agoExactly, make a report in table A with the correct columns and sorts and filter for the drop down choices. Set the form to use that report instead of the "Default Record Picker".
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier (YQC)
mark.shnier@gmail.com
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WilliamWallace
4 years agoQrew Member
OK I created the report based on my requirements, now I'm trying to figure out how to share it and have the dropdown pick up the results of the report.
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William Wallace
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William Wallace
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- MarkShnier__You4 years ago
Qrew Legend
In Form Properties go to the field for where the drop down is and set the Form to use that report instead of the default Record Picker.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- MarkShnier__You4 years ago
Qrew Legend
William, if you have any questions please update this thread, or contact me by email directly,
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- WilliamWallace4 years agoQrew MemberMark,Sorry, I am totally lost. I've tried following QB help documents to no avail.I went into my Issues App (A - where the dropdown will be) and created a relationship to my Fleet App (B). But when I connect App B, it only shows the main table and not any reports (Fleet Cars, filtered) to connect to.I really really appreciate your help! It's been a lifesaver since I've only been working with QB for 3 weeks now.
William Wallace
FLEET OPERATIONS SPECIALIST | LV
730 E. Pilot Road
Las Vegas, NV 89119 +1 702 613 9746
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