ContributionsMost RecentMost LikesSolutionsSearch Widget to render results - not load recordHi, I'm not sure if this is possible or not. I have a home page that has a search widget. The Search widget is set to filter a report view for a list of employees. If the Employee name is exact - it will load the record instead of the report view. is there any way to set the search widget to load the report view only and not the employee record? Thank you ------------------------------ Amber Anderson ------------------------------ Re: Dynamic Form Rules to hide address subfieldsPerhaps the same set up with the drop down of selecting Full Address or Lat/Long and instead of hiding make a Dynamic rule that: Make them read only Clear out the extra fields as well (incase someone entered something and didn't clear them out. ------------------------------ Amber Anderson ------------------------------ Re: Dynamic Form Rules to hide address subfieldsDoes the person submitting the details for your Street 1 and Street 2 fields have the option to submit an actual address or submit latitude and longitude? If so, this might work for you: Add a field to have the person submitting select if they are submitting an actual address or Lat/Long Hide the address fields until this is selected Once selected, provide the appropriate fields that should be used for those options This way if they are submitting Lat/Long they would not have access to the additional fields. ------------------------------ Amber Anderson ------------------------------ Re: Notifications, subscriptions & reminders Settings Question..?Not sure if this would work as a workaround - but - would duplicating the notification before deleting it allow you to make the changes you are trying to do? Hoping it might save a little time vs building it from scratch. ------------------------------ Amber Anderson ------------------------------ Automation settings for nested drop downsHi All :) I have set up an automation to occur when adding a new record. A New Record in "Employee" Table will trigger a new record in the "Task" Table. It is working great except for 2 fields. These 2 fields are lookups from 2 separate tables. One is dependent on the other. The Available fields only show the "Related" field. I don't even know what else to provide to help resolve this one. Here is a screen shot of the options I have when selecting the field to fill. I do have other 'text - multiple choice' fields in the "Task" form that were built in the form and not a look up. And I have the option toSelect From List for those, but these two only provide the option to Copy a value or Type a value. Unfortunately, Typing a value is not populating when the automation occures. Thank you in advance for your help! :) ------------------------------ Amber Anderson ------------------------------ Re: Conditional LookupHi Mike :) Auto populate is so they automatically fill vs having to select a limited drop down list. I was able to get that to work using Marks suggestions about 10 min ago. The reason for it - is to ensure that all the items that are related to that employees assignment gets logged to the Employee File. So an employee could have had 5 assignments - I want to be able to view all items associated with those assignments under the Employee file, vs having to go to each assignment to view them. Having them linked to the project, then also lets me know what the project was incase it was a particularly difficult project, and they did poorly on that one project or excelled on another, we can take those things into consideration when reviewing the employee file as a whole. The other thing I have set up is assigning a supervisor to each employee Assignment. This way it limits who has access to that employees details. In addition to a Project Supervisor as well. Having these split, allows access to review trends for the particular project across all employees that worked that project with out having to drill down into the assignments themselves. And it allows the Assignment supervisor to review their active employees and develop them easier. I hope this helps :) For the pipeline trigger, that sounds like a feasible option as well. I will have to look more into that. The QB App that I am developing is all focused on employee development, metrics etc. so linking the various tables to the employee file through the assignments table is going to be a very common item. ------------------------------ Amber Anderson ------------------------------ Re: Conditional LookupHey Mark, I'm not sure I am following. Currently the Table I have built (Development Table) has a relationship to the Assignment Table, Project Table and Employee Table which is creating 3 drop down fields in order to connect the Development records to the Project Table, Employee Table and the Assignment table. the first drop down that is filled out is the Assignment Drop Down where the employee name and assignment are selected from the single field. Once that field is filled out - I am trying to get the field associated with the Project and Employee to auto populate with the project and employee related to the assignment selected. I can pull that data from the assignment drop down with added lookups from that table, but it doesn't link it to the Project/Employee Tables. Unless I am missing something. Thank you :) ------------------------------ Amber Anderson ------------------------------ Re: Conditional LookupHi Mark, I can get the drop downs to reflect what I need ( Active assignments and such) What I am stuck with is when I select the drop down for the appropriate active assignment, I want to have the fieldsEmployee ID (pulled from the Employee Table) andProject to auto populate. Essentially I need the record I am creating to also link to those tables and not just the Assignment table. I hope that makes more sense :) ------------------------------ Amber Anderson ------------------------------ Conditional LookupHi All, I am working with 3 tables and I have a form with 3 drop downs to connect the record to all 3 tables. I am trying to find a way to get 2 of the 3 fields to auto populate. The field in the Form that is filled out is the child to the table where the other 2 fields are pulled from. I'm hoping to get these 2 fields to auto populate. The Image below shows the relationships and the fields they share as well as how the form is set up. Any help is greatly appreciated :) ------------------------------ Amber Anderson ------------------------------ Conditional Drop Down - Auto FillHi, Hoping someone may have a solution for this. I'm sure I'm missing something simple. Table: Employee This table houses all employees. There will never be a duplicate instance of this employee This table includes - Employee Name and Employee ID Table: Project This table includes the list of possible projects an employee can be assigned to. Table: Assignment This Table Includes the Employee Name & Employee ID (Pulled from the Employee Table This Table includes the Project Name and Project Supervisor (Pulled from the Project Table) An employee is typically assigned to one project, however, they can have multiples. Additional Fields - Assignment Supervisor, Start and End Date Table: Weekly Employee Summary This table will have a relationship with the Employee Table (pulling name and ID) and Assignment Table(pulling Name, Project Name, employee ID and Supervisor for Project and Assignment) What I am trying to do is: When the Employee Name is selected if there is only one active assignment, it defaults to this. If there are multiple assignments - it requests a selection. Is this possible? I do have the conditional drop downs already working, just hoping to reduce a step in filling out the form. Thank you :) ------------------------------ Amber Anderson ------------------------------