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Question

How to conditionally show a report on a form

  • January 27, 2023
  • 0 replies
  • 129 views

I have a table that populates every day a person is scheduled from form entries.

The goal is to show a report on the schedule entry form, so that when a person's name is selected from the dropdown it shows a report of their currently scheduled dates on the form.
This is help prevent double booking.

The embedded report filtered for:
1) Filtered by the person's name selected from a dropdown

I know how to display data from the child table, but I'm stuck on the report.
This entry form is in the same table as the scheduled dates
Can this be done or will the form need to be saved before any information is populated?

Thanks!

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J. Striker
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This topic has been closed for replies.

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To update a report link, the record must be saved. You could make a button that just saves and refreshes the page and title it 'Click here to update information.'

How many scheduled dates are there usually? If not a ton, you can also use a formula query to get all the dates in a list that matches that persons name. That would update immediately. You can also use a formula to see if the currently selected date is contained within that list of dates and fire off a warning if so.

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Michael Tamoush
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