LB
5 months agoQrew Cadet
Red line records
I have a request to update choices in a multi-select field and delete or make it an option where certain user roles can't select an option in the field...I don't really want to delete the previous op...
The goal is not to make anything cumbersome for the developer. Our goal is to make it easy on the User.
From the diagram, the check box is your field [Active] in the Opp Type Table.
You should try this with a quick test application. Make a new application with just the two table described above. Use the real names from your current application so that it is a relevant test.
In the parent table, which I called Opp Type, make a report that shows all records where Active = TRUE
Use that report as the Record Picker for your Users in the form for the table I called Opportunity. Again use your own names.
Then test it by adding some records.
Then change the Active box and see how the User Experience changes when they create more records.