Have grid edit Dropdown menus show only certain items

Hey there Evan. Thank you so much for the response. I have been meddling with this issue for a while here now and keep coming up dry. It is relieving to have a second pair of eyes and a second brain jump in to assist. Thank you!

To answer your questions:

"I just want to make sure I'm understanding what you want to accomplish. You are working in a Job table and you have an embedded report link where you can add new Costs to a Job. Every Cost record is pulling down information from a parent table of Prices. "

Yes, that is correct. I have a Jobs table with an embedded report (grid edit) coming from the Costs table. The Costs table is pulling down information from the Prices table.

"On Prices you have a variety of Prices and some are marked as Primary and some as Secondary. You have built a report that is filtered to show only your Prices where the Type includes Secondary and when you open up that report on Prices you see only the records you want to see on your Job table in that embedded report."

Yes and no. 

Yes, in the Prices table I have several different items, some marked Primary, some Secondary, and some both.
Yes, I have a report built off of the Prices table to filter for only items listed as Secondary.
No, the Secondary Items report (for lack of a defining name) is not currently linked in any way to the Jobs table. I made it thinking that I would be able to link it to the Costs report to have only the Secondary items be selectable in the dropdown menu.

"The issue is that on the Form in your Costs table you have it set up so when you look for a related price you can see only those secondary prices, but when you are looking at the embedded report you don't see the filtered list you see the whole list? "

Kind of.
Yes, when I go to select an Item from the dropdown menu in the embedded Costs report from within the Jobs form, it shows me all items, Primary and Secondary. I ned it to provide a list of only secondary items.

To give a bit of a breakdown:

A job can have a single Primary Item but multiple Secondary Items.
So I created a relationship between the Prices Table (all Items, associated prices, and type (primary, secondary) are stored here), and the Jobs table.
This allows me to select in the Job form which primary item the job is related to and the associated price. Works great.

But, because a job can have multiple secondary items, I need a join table between the Jobs and Prices, hence the Costs table.
I need to be able to add multiple secondary items to a job in a single go, rather than add one, save, add another, save, etc.
Hence the implementation of the embedded Costs report in the Jobs form.

When I go to add a new secondary item (basically creating a new cost record) from the dropdown menu in the embedded Cost report in the Job form, I need that list of items to only show Items from the price table with a type of Secondary. Hopefully that makes sense.

I am not sure if the solution you recommended is what I need because after reading your post then re-reading mine, I think that I might have not provided a clear explanation of what I need in my original post. I apologize for that.

I think I unknowingly and accidently filtered the actual Costs table (not the embedded report) to show records that only have a secondary type and then posted that in my original post, which would have caused some confusion.

But I am not ruling out your suggestion, as it might actually be what I am looking for, but not 100% sure yet.

Hopefully all that makes sense. Thanks again for your input, it helps!!

Hopefully this can be resolved soon.

P.S. I do have a way to resolve this issue, but it isn't pretty and would be inefficient.

Basically I create 2 Prices table. A Primary Prices and a Secondary Prices.

Then the join Table, Costs, is related to Jobs and Secondary Prices.

The issue with this is then I have to update two Prices tables if things change. Not pretty.


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Andrew Fry
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