Forum Discussion

StaciStaci's avatar
StaciStaci
Qrew Member
13 years ago

Customize Record Picker to Filter Out Disabled Users

Hello. I am looking to customize the record picker to filter out Disabled Users. I have created a custom formula field to do this, but it is still returning all users. Here is the formula I'm using.

If([Active/Disable]="Active",[User Full Name] ,null)

I have also attached a screen shot of the record picker results. Any advice would be greatly appreciated.
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  • ArchiveUser's avatar
    ArchiveUser
    Qrew Captain
    13 years ago
    To filter out the Disabled Users from your record picker, you don't actually need the formula field that you created. You should create a Report in the Users table that has the columns you want to show in your Active Users record picker AND is filtered to only show "Active" users. Typically I hide this report from all roles and call it something like "Record Picker (xxx) where xxx is the name of the Details table. Assuming that you are using the record picker from a single-record Form in a details table, you should modify the Form Element to configure it to use the Report you just created (on the form, select "Customize this Form", then click on the Form Element, configure it on the right). If you also need this new record picker for Grid Edit, that is a more complicated answer... write back if you need that too...

    Hope that helps,
    Keira
  • MikeGerrity2's avatar
    MikeGerrity2
    Qrew Member
    11 years ago
    Hi Kiera - saw your response above.  I'd like to get your more complicated answer for using a filtered record picker within a grid edit report (that is embedded and editable within a parent record).  Thanks.
  • StanleyGoldberg's avatar
    StanleyGoldberg
    Qrew Trainee
    8 years ago
    Did we get the instructions for the grid edit solution?  I am also interested.  Thank you!
    • GauravSharma3's avatar
      GauravSharma3
      Qrew Commander
      8 years ago
      Hi Stanley,

      Can you please describe your problem?

      So I can provide you with that.

      Thanks,

      Gaurav 
    • StanleyGoldberg's avatar
      StanleyGoldberg
      Qrew Trainee
      8 years ago
      I have a Price Book Table (with Start and End Date) and a Service Code Table.  Then I have a Service Code Price Book Charges table that links them with additional fields that determine their charge in that price book.  I then have a Discount table that I link to the Service Code Price Book Charges table through a table called Discount Service Code Pricing Rules, where I think join the discount with the service code charges within a specific price book.  The issue is that when I grid edit the embedded Discount Service Code Pricing Rules report from within the Discount record form, the record picker shows all Service Code Price Book Charges, sorted by oldest first.  What I need is: 1. sort by newest, and would be nice to have: 2. Show only those flagged as active or future.  Thank you for your help!
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      8 years ago
      This is not difficult to do, but not immediately obvious.

      First, get this working on a regular data entry form.  Build the report that you want and specify it to be used on the form for the drop down field.

      But then the issue is how to make Grid edit mimic that behaviour.  So what you do it to create a form called perhaps Grid Edit and list out the field that you want to appear in Grid Edit, and also specify that report to be used for the drop down field.  Then as soon as you have multiple forms, it will allow you to control which form is used for Grid Edit,  by either Role or Report.