Need guidance on setting up lookups and reports with a many-to-many setup

Paul, 
We need to get our terminology correct :)

When you are picking record form a parent table in a drop down,  in the absence of taking specific action to control that drop down list, the system will use the default record picker fields for that table.  That is set in the Advance Settings for that table.  The record picker fields help human users pick records, so it is up to you to make them as useful as possible.

You can also create a report to be used for the drop down list i you need to add more columns or control the sort of the filter.  For exampl maybe you are selecting an employee and you want the drop down list to only show Active Employees. 

The lookup fields come in off the relationship once the parent record is selected.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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