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JeffHughes's avatar
JeffHughes
Qrew Trainee
14 days ago

Limit Relationship Choices based on another field..

So I have a table, Purchase Orders.  That table is a one to many child of Jobs.  It's also a one to many relationship of Daily Reports.

Daily Reports is also a child of Jobs.

What I want is for user A to login, and enter 5 POs, and link them to Jobs.

Then, user B logs in and clicks the "Related Daily Report" field and it's limited to ONLY the jobs selected by user A.

Is this possible?

  • You can use Record Owner as a Dynamic Filter on the report User B is viewing.   User B can then select a particular person and the report will filter to just the ones that User A created.

     

     

  • I did this, but I wanted to further limit the selection.   So I ended up going with a new form and showing that form on Grid Edit.  It worked.  But then, when the user hits edit on the parent.  It didn't work....

    So I went back to the a conditional filter and created a formula in both to basically result in a combo of project number and "_1" if I wanted it shown, and then matched that in the other table.   And it works like a charm now.