ContributionsMost RecentMost LikesSolutionsMulti-Select Text - Restrict Access to SelectionsI have a multi-select text field in which employees select from a task list all the tasks they've worked on that day. I'd like to set it up so that each user can only view/select from the tasks that relate to their job. Is this possible? If that can't be done - one resolution I was thinking of is putting individual multi-select text fields for every user, (each one only accessible to it's user), and have their entries all copy over to a single multi select text field, where i'd view all the submissions. Not sure how to do that though. Thanks in advance, Elisha ------------------------------ Elisha Tenenbaum ------------------------------ Re: Filtering Relationship Based on Field in Parent Table That worked! Thanks again Original Message: Sent: 6/16/2020 12:48:00 PM From: Mark Shnier (YQC) Subject: RE: Filtering Relationship Based on Field in Parent Table if you look at the drop down field on the form for [Related Project] or more likely [Project Name] if you are properly using a Proxy field, you will see what "report" it is using to choose a record. If it is just using the default Record Picker, then that is an unfiltered list. You can make any report that you like to drive that drop down list, for example Active projects, and then set the form property for that drop down field to use that report to drive the drop down list. ------------------------------ Mark Shnier (YQC) Quick Base Solution Provider Your Quick Base Coach http://QuickBaseCoach.com mark.shnier@gmail.com ------------------------------ Original Message: Sent: 06-16-2020 12:29 From: Elisha Tenenbaum Subject: Filtering Relationship Based on Field in Parent Table Hi! I have a Parent Table called "Projects" and a Child Table called "End of Day Reports". The Projects table has a checkbox field in it. If it's checked it indicates that the project is active. I'd like to make it so that when users open the "Related Project" dropdown, only the active projects appear. Can that be done? Thanks, Elisha ------------------------------ Elisha Tenenbaum ------------------------------Re: Filtering Relationship Based on Field in Parent Table Hi Mark Thanks! That worked. Now that I've done that, is there a way to edit which fields appear in the record picker, much like you can do when you're using the default record picker? Thanks, Elisha Filtering Relationship Based on Field in Parent TableHi! I have a Parent Table called "Projects" and a Child Table called "End of Day Reports". The Projects table has a checkbox field in it. If it's checked it indicates that the project is active. I'd like to make it so that when users open the "Related Project" dropdown, only the active projects appear. Can that be done? Thanks, Elisha ------------------------------ Elisha Tenenbaum ------------------------------ Re: Limiting Characters Displayed in Table Reports That worked perfectly! Thanks again ************** Elisha Tenenbaum Operations Coordinator ------Original Message------ Thanks!!! I'll try that and let you know what happens ************** Elisha Tenenbaum Operations Coordinator sparkAV ltd. 672 dupont st. suite 410 toronto, ON M6G 1Z6 tel. 416-422-4777xt 211 cell.647-608-4363 www.sparkAV.com solutions that ignite the mind! Re: Limiting Characters Displayed in Table Reports Thanks!!! I'll try that and let you know what happens ************** Elisha Tenenbaum Operations Coordinator ------Original Message------ Here is the low tech solution. Make a new formula text field called [Notes first 20] Left([Notes],20) & IF(Length([Notes])>20, " more ...") There are also fancier solutions which allow the More ... to be a hyperlink to open up the record in View mode. ------------------------------ Mark Shnier (YQC) Quick Base Solution Provider Your Quick Base Coach http://QuickBaseCoach.com mark.shnier@gmail.com ------------------------------Limiting Characters Displayed in Table ReportsHi guys Does anyone know/is there a way to limit the #of characters that can be displayed in a table report? I don't want to limit the amount of characters one can enter into the field itself. Only that when it's displayed in a table report it should stop after, say, 20 charachters and then show "..." to indicate that there's more data there (that can be viewed by selecting the record and going to it's form view). I'm trying to get my table report to look tidy without text wrapping and without having to slide right and left to view all the columns. Anyone know anything/have any ideas? Thanks! Elisha ------------------------------ Elisha Tenenbaum ------------------------------ Re: Customize Email Notification HeaderThank you very muchRe: Customize Email Notification HeaderThank you very muchHaving a field from Table A editable from Table B Hi I?d like to take two fields from Table A (Tickets) and have them appear and be editable in Table B (Service Reports). Our workflow (simplified) is as follows: upon receiving a service request from a client we create a Ticket. After the work is completed, our technician fills out a Service Report. (The two tables are related, one Ticket can have many Service Reports). In the Tickets table, there?s a Text ? Multiple Choice field called ?Stage? and a User (lookup) field called ?User? (which is being pulled from a relationship with a field called Staff Members). I?d like to have those fields appear in the Service Report form, so when the tech is filling out the service report, he can also change the stage and user of the ticket. Anyone know how this can be done? Thanks! Elisha