Filter Table Entries In Another Table
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 par...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendFrom 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,
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
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.