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Question

Customize Record Picker to Filter Out Disabled Users

  • December 22, 2012
  • 1 reply
  • 52 views
Hello. I am looking to customize the record picker to filter out Disabled Users. I have created a custom formula field to do this, but it is still returning all users. Here is the formula I'm using.

If([Active/Disable]="Active",[User Full Name] ,null)

I have also attached a screen shot of the record picker results. Any advice would be greatly appreciated.
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    1 reply

    • ArchiveUser
    • Quickbase Alumni
    • December 22, 2012
    To filter out the Disabled Users from your record picker, you don't actually need the formula field that you created. You should create a Report in the Users table that has the columns you want to show in your Active Users record picker AND is filtered to only show "Active" users. Typically I hide this report from all roles and call it something like "Record Picker (xxx) where xxx is the name of the Details table. Assuming that you are using the record picker from a single-record Form in a details table, you should modify the Form Element to configure it to use the Report you just created (on the form, select "Customize this Form", then click on the Form Element, configure it on the right). If you also need this new record picker for Grid Edit, that is a more complicated answer... write back if you need that too...

    Hope that helps,
    Keira
    • StaciStaci
    • Author
    • Quickbase Alumni
    • December 24, 2012
    Thank you!!!
    • MikeGerrity2
    • Quickbase Alumni
    • March 25, 2014
    Hi Kiera - saw your response above.  I'd like to get your more complicated answer for using a filtered record picker within a grid edit report (that is embedded and editable within a parent record).  Thanks.
    Did we get the instructions for the grid edit solution?  I am also interested.  Thank you!
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