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JonathanRoberts's avatar
JonathanRoberts
Qrew Cadet
6 years ago

Popup record picker workaround!

I found a way to work around the popup record picker window. We find our desited record by typing so the popup was annoying, just showed up one day.

the workaround: create a multi select field and use your common proxy field as the source.
make your related record field be a formula field that uses the value from the multi select field. the caveat is the field also needs to be the keyfield for the relationship to happen, making it that way was actually pretty nice for our setup

cheers
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  • hhersch's avatar
    hhersch
    Qrew Captain
    6 years ago
    Hi Jonathan - the current record picker drop down defaults to a pop-up dialog over a certain number of entrees. Come Sunday though, all record pickers will be moved to our new search and type ahead picker which you can read about more in our release notes.
    • JeffKelly1's avatar
      JeffKelly1
      Qrew Member
      5 years ago
      Does this capability extend to a report field that is set to <ask the user>?
    • hhersch's avatar
      hhersch
      Qrew Captain
      6 years ago
      Not yet. It will not come to grid edit as you know it, but rather a new and improved bulk editing experience which includes this type of behavior. We plan on showing more on this at Empower 2019.