ContributionsMost RecentMost LikesSolutionsCopy Master and SELECT child records Hello, I am trying to use the Copy Master Record button but I would like to be able to only copy select child records based on a field within the child records. As an example, Copy a project and only copy task records that are not marked as completed. This would not have to use the copyMaster function specifically if there is an easier way via pipeline etc. ------------------------------ Mark Strassel ------------------------------ Re: Pipelines and Dynamic Form RulesSo I have this same problem essentially, and I get the logic behind the way it works. I added a form rule and now I need to go back and trigger that rule on some past records. How do I transfer that form rule logic into a pipeline? And maybe more importantly, is using a pipeline a better "best practice" for this situation instead of a form rule anyway? This sort of shows a limitation to a form rule. Suggestions? I have over 800 records that I do not want to manually edit and save changes to just to trigger that form rule. I would like to say this is the last time I will add a form rule after I need it to be working but..... ------------------------------ Mark Strassel ------------------------------ Re: Link to new dashboard view from current Home Page That share button gives you some toggles to decide how you want the link to work and there is one for edits that defaults to off. ------------------------------ Mark Strassel Project Engineer Sturgeon Electric Phoenix AZ ------------------------------ Re: Filtered User Dropdown Thanks for the tips. So I have a report in the Employees Table that filters the table based on certain values in the "Title" Field and I like the results. I want to populate fields in multiple forms/tables based on this report or a variant of it. I do not know how to point the fields to a report. Mark Strassel Project Engineer, T&D Sturgeon Electric Company, Inc. 3804 E Watkins Street Phoenix, AZ 85034 480.940.1986 (Main) 480.448.7228 (Direct) 480.753.7913 (Cell) mstrassel@myrgroup.com www.sturgeonelectric.com Confidential and proprietary information of MYR Group Inc. Unauthorized use, disclosure, or reproduction is strictly prohibited. Please consider the environment before printing this e-mail. Filtered User Dropdown I have a few user dropdown selections for say selecting a manager that I would like to filter who is shown in the list based on what is selected for users in another field, for instance a title field. So, if user's title field shows as Manager, I want them to show in a form dropdown on a timesheet, but not all the other non-manager people. I would like it to be dynamically filtered this way versus a UserList, so as people's jobs change the dropdown will automatically update. I think it's something like If([Employee – Title] = "Manager") but I cannot get it working yet. Mark Strassel