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Filtered Reference Field Question

  • August 18, 2023
  • 0 replies
  • 115 views

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Hello everyone!

I'm hoping that someone can offer me some guidance on how to accomplish my objective.  What I'm attempting to do is filter out records available in a Reference Field after they've been associated with records in a second table.

I have two tables.

1 – Computers Table

The Computers Table currently includes the text fields Model, Hardware # and In Use which can be set to either Yes or No.

There are three entries currently.  The Model is set to Latitude 1234 in each case.  The Hardware # is unique (100, 200, and 300).  In Use is set to No.

2 – Employees Table

There is only one field currently, the Text field Employee.

I have created a table-to-table relationship where Computers is the Parent Table and Employees is the child Table.

As a result of creating this relationship the Computers – Model field has been added to the Employees Table/Form, which would be correct.

My objective is once I associate Latitude 1234 with Hardware # 100 with an Employee, I don't want it to be listed as a choice in the Related Computer dropdown.  Is that possible?

As an example, John Smith is associated with Hardware 100.

And when I add another employee, Latitude 1234 with Hardware #100 is available to be selected.  How can I prevent that from happening?

Thank you!

Please see my PDF attachments for screenshots.



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Stu Lamden
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This topic has been closed for replies.

MarkShnierYou
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No Problem

Just make a summary field on that relationship and use the second radio button to make a Checkbox Field if there are any employees associated with that computer. You might wan to call that field. [Computer is Assigned?]

Then make a report on the computers table where the computer is not assigned.

Then edit the form for that drop-down field where you are selecting a computer and rather than using the standard record picker,  use that report that you just created which is filtered for computers that are not assigned.

 



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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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