Filtering Relationship Based on Field in Parent Table

Question

Hi!I have a Parent Table called "Projects" and a Child Table called "End of Day Reports".The Projects table has a checkbox field in it. If it's checked it indicates that the project is active.I'd like to make it so that when users open the "Related Project" dropdown, only the active projects appear. Can that be done?Thanks,Elisha------------------------------Elisha Tenenbaum------------------------------

markshnier__you · Answer

if you look at the drop down field on the form for [Related Project] or more likely [Project Name] if you are properly using a Proxy field, you will see what "report" it is using to choose a record.

If it is just using the default Record Picker, then that is an unfiltered list.

You can make any report that you like to drive that drop down list, for example Active projects, and then set the form property for that drop down field to use that report to drive the drop down list.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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elishatenenbaum · Answer

Hi Mark

Thanks! That worked.

Now that I've done that, is there a way to edit which fields appear in the record picker, much like you can do when you're using the default record picker?

Thanks,
Elisha

markshnier__you · Answer

Well the report controls the filters, &nbsp;the fields, and the sort of the drop down. &nbsp;So just hack away most of Fields and just show the Project Name field.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

elishatenenbaum · Answer

That worked!
Thanks again

Original Message:Sent: 6/16/2020 12:48:00 PMFrom: Mark Shnier (YQC)Subject: RE: Filtering Relationship Based on Field in Parent Tableif you look at the drop down field on the form for [Related Project] or more likely [Project Name] if you are properly using a Proxy field, you will see what "report" it is using to choose a record.If it is just using the default Record Picker, then that is an unfiltered list.You can make any report that you like to drive that drop down list, for example Active projects, and then set the form property for that drop down field to use that report to drive the drop down list.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------Original Message:Sent: 06-16-2020 12:29From: Elisha TenenbaumSubject: Filtering Relationship Based on Field in Parent TableHi!I have a Parent Table called "Projects" and a Child Table called "End of Day Reports".The Projects table has a checkbox field in it. If it's checked it indicates that the project is active.I'd like to make it so that when users open the "Related Project" dropdown, only the active projects appear.Can that be done?Thanks,Elisha------------------------------Elisha Tenenbaum------------------------------

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Filtering Relationship Based on Field in Parent Table

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