Dynamically Filter Pull Downs based on Record availability.

Question

Will be adding a new table that will basically be "available records". Let's call them Bill Records. In another table, let's call it Request, I want users to be able to assign the related Bill Record to the Request Record. Once they hit save I want that Bill Record to disappear from the Related Bill Records pull down.

Basically to ensure they are not used more than once.

Is this possible?

suryaexpert · Answer

I would create a summary field on the parent table (in this case, Billed Records) to count the number of requests. Create a report on the Billed Records table to show only those where that summary field is 0. On the Requests form, for the Related Billed Record field, use this new report as the source for the dropdown. So whenever you are trying to find the Billed Record on the Requests form, you would only see the unused Billed records. Does that make sense?

jrossausiscom · Answer

Sorry for the big delay in responding.&nbsp; I've simulated this in our sandbox, but I see no option to use a report as a drop down source.

Forum Discussion

Dynamically Filter Pull Downs based on Record availability.

Related Content

Dynamic Rule - Or statement?

Dynamic Filter - Default Date Range? (without filtering)

Dynamic Filter - Field Not Available

Dynamic Filters in Dashboard

Embedded Grid Edit Report Pre-filtered Conditional Dropdown