Dynamically filter list

Question

I feel I may have seen this on here before, but I can not recall where. Is it possible to dynamically filter a list? For example if I only want to see foreman in a list, is this possible. If so how?

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William Hunter
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markshnier__you · Answer

I assume you mean a drop down on a form. Just make a report with the correct filter and set the form to use that report. &nbsp;
------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

williamhunter · Answer

Negative, I certainly should have added some more information in there though. I mean for a formula-user-list field. Please see the attached photos, but I want to make it filter itself by foreman and supervisors, a role I have added to the user, dynamically so we do not have add/remove reps as they come and go. Is this possible?

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William Hunter
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------------------------------William Hunter------------------------------

chayceduncan · Answer

Are you saying to have the foreman and supervisor user lists filter as an Active list of employees? Your comment refers to a formula-list-user but that wouldn't have a list as its a formula.&nbsp;

If you're referring to the Foreman and Supervisor lists though - you're better off using an 'Employees' table - where you can manage an employee roster from there. One of the fields would be the employee 'User' and an 'Active' Checkbox that you uncheck when someone leaves your organization. Then you would create relationships between the Employees Table, one for Foreman and one for Supervisor. You would then have those dropdowns on the form filter to only show 'Active' Employees from your roster.&nbsp;------------------------------Chayce Duncan------------------------------

williamhunter2 · Answer

Hello Chayce,
Yes, that's correct. I'm looking to create two separate lists of employees: one for foremen and another for supervisors. The goal is to have these lists automatically update themselves whenever new employees are added to the application. Regarding the formula user list, I must admit I'm not very familiar with it. Initially, I thought it was a list of users that could be filtered or modified using a formula. However, it seems I was mistaken. Could you kindly direct me on how to properly filter the list of users?
As you can see in figure 1, I have already added a users table, and in figure 2, there's a field to distinguish between the different employee "types." I just need guidance on how to apply the filtering criteria effectively.
Thank you for your assistance.

Figure 1:

Figure 2:

Figure 3:
------------------------------William Hunter------------------------------

donlarson · Answer

William,&nbsp; &nbsp;

Here is an architecture that should support what you are trying to do.&nbsp; I am assigning the Foreman to a table called Jobs.

In the Employees table you make a report called "Active Foreman" or something else that makes sense.&nbsp; &nbsp;This is the step that Mark mentioned earlier. You use that report as the Record Picker for the Related Employee in the Jobs table.&nbsp;&nbsp;

Your on boarding process would go something like this.
1) Add the User to the Application
2) Create the Employee record.&nbsp; &nbsp;
3) Set their Title and make them Active

Now they will appear as an option in Jobs. The User field Is inherited through the relationship with the Employee table.&nbsp; This is the piece that Chayce was describing.

You should use the Employee table as parent table throughout the application for lots of business objects like Tasks, Time Cards or anything else where you need to associate one person with that object.

------------------------------Don Larson------------------------------

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Dynamically filter list

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