Filter Table Entries In Another Table

Question

I thought this would be relatively straightforward but I am running into multiple roadblocks. I have a table set up in a relationship with another table with a pipeline between the two, where the parent table has a list of all employees in the plant with a field for department they are in. The child field is set up to trigger a pipeline when the corresponding department is selected from a dropdown to check off that those employees were present that day in the other table.

My question with this is I would like to display the people that will be checked off in the child table when that department is selected, so they can see who they will be marking as present that day without blindly telling them everyone is present. Is this possible? I played around with embedding reports (which doesn't show the entries until the form is saved, I would like it to appear while completing the form) and formulas that I couldn't get to work quite right.

Any help would be greatly appreciated!

markshnier__you · Answer

It's not a formula, just a Report Link field type put in the form if you are using Legacy forms, or else on New Forms out a report of employees in the form, and select the report link field as a filter.

markshnier__you · Answer

From your previous posts in this topic, I gather that you are auto creating a set of attendance records as. Child record to a Department-Day record. I assume that your current trigger for the pipeline is when the Department-Day record is saved.

An alternative would be to have the user save the Department-Day record and show an embedded report of Employees in that department. That would give a previe of the employees for whom a daily attendance record will be created, then have a button to update date time field or a checkbox field to trigger the pipeline to actually create the daily attendance records for that Department-Day,

markshnier__you · Answer

From your previous posts in this topic, I gather that you are auto creating a set of attendance records as. Child record to a Department-Day record. I assume that your current trigger for the pipeline is when the Department-Day record is saved.

An alternative would be to have the user save the Department-Day record and show an embedded report of Employees in that department. That would give a previe of the employees for whom a daily attendance record will be created, then have a button to update date time field or a checkbox field to trigger the pipeline to actually create the daily attendance records for that Department-Day,

benrizz17 · Answer

I saw that as an option but I would like some way to have it show you this list before you hit "save". Is there potentially some formula I could use for a multi-line text field that would populate each entry in a drop down list? I can get the correct names from the department tracker table to populate this drop down list, but I would like it to be in the form of a text if possible.

markshnier__you · Answer

OK, well assuming that you have a table of departments then on the department record show an embedded table of the employees. Then put a button on the department record to create the department day record. That way you're sitting on the department, you see in a better report of all the employees, and when you push the button to create the Department record that will trigger the pipeline.

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Filter Table Entries In Another Table