Forum Discussion

MikeMike4's avatar
MikeMike4
Qrew Member
12 years ago

Sorting/Filtering Reference Field Dropbox/Record Picker

Lets imagine that I have 2 tables; issues and builds. When an issue is resolved it is associated with a build using a relationship and a related build field. As we add more and more builds, the list gets massive. Is it possible to either filter the displayed builds to show only builds added in the past 7 days? If you can't do that, can you sort newest to oldest builds?
  • no problem.
    The default behavior on a form when choosing a related parent is to use the default record picker fields (as set in the table Properties) as users prompts and essentially to offer up a "List All" type report.

    But you may create any report you like (with filters and column selections to control the fields which will be used as user prompts) and specify that report on the form properties for that related parent selection field on your form.
  • That worked great, not sure how I missed that in the past!  Is there a way to default to the first item in the list?
  • Also, the dropdown is showing the Record Picker fields; Build # - Built By - Record Id but then also shows the URL, anyway to change that?  When you save, it only shows the Build # as I configured in the properties.
  • The drop down should be showing whichever fields you specified in your custom report used, so its in your control which "prompt" fields you show the user to allow them to select the correct parent.  As for defaulting to the first record, that sounds not so easy to do.  I'm not sure its impossible, but its not easy.
  • KellyBianchi's avatar
    KellyBianchi
    Qrew Assistant Captain
    This lets you change picker columns, but not sort order.  Is there a way to do that?
    • KellyBianchi's avatar
      KellyBianchi
      Qrew Assistant Captain
      I have it set hight to low by date. It's displaying low to high in the record picker.
    • MCFNeil's avatar
      MCFNeil
      Qrew Captain
      The record picker uses the default sort order of the table.