Forum Discussion
DonLarson
5 years agoQrew Elite
Gabe,
It is a two part solution. Build a conditional against the Related Contact so that only Contacts for the Company can be selected.
The second part is to build a Record Picker report where you filter Contacts to show Related Contract Type = XX where XX is the value for the Dispatch. Then specify on the form that "Record Picker Dispatch" or whatever you call it is to be used.
Here is a screen shot of setting the report in a form.
z
You might think about expanding the logic in Record Picker for example Contact Status = Active. This way as Contacts come and go from the Company, your report is dynamically correct.
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Don Larson
Paasporter
Westlake OH
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It is a two part solution. Build a conditional against the Related Contact so that only Contacts for the Company can be selected.
The second part is to build a Record Picker report where you filter Contacts to show Related Contract Type = XX where XX is the value for the Dispatch. Then specify on the form that "Record Picker Dispatch" or whatever you call it is to be used.
Here is a screen shot of setting the report in a form.
z
You might think about expanding the logic in Record Picker for example Contact Status = Active. This way as Contacts come and go from the Company, your report is dynamically correct.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------