Is there a way to filter the record picker based on value in other field?
Ex: picker shows name, email, department
Want to filter picker to only show records in picker that have a certain department
Question
Filtering Record Picker
+7This topic has been closed for replies.
+15On a form, you can use a report to be your record picker.
Here is a screen shot where I literally made one called Record Picker
In your report you can build all sorts of logic to constrain the options of the Users.
+24
Go to the relationship which is the source if your drop down field. Go to the field for Related Parent, the reference field on the right side of the relationship.
Look for the field setting for Conditional Values. Configure it to condition the choices offered based on first selecting a department.
Sign up
Already have an account? Login
Login to the community
Login with Quickbase US – quickbase.com Login with Quickbase EU – quickbase.eu
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.