Skip to main content
Question

How To Select Multiple Choice Field Options from a Report

  • April 17, 2017
  • 0 replies
  • 167 views
Forum|alt.badge.img+7
Is it possible to use a report to provide multiple choice field options?  Alternatively, is it possible to filter multiple choice field options so that the options appear only when they meet certain criteria?

Here is what I'm trying to do:

I have a Projects table where a certain type of Vendor needs to be assigned.  In this case, let's say I need to assign an electrician.  

In my Vendors table, I have 200+ vendors of all types.  I ONLY want to display the type "Electrician" in the multiple choice field in the Projects table.

I've created a report in the Vendors table called "List of Electricians" so that I am cutting down the results to only the ones I would want to see in the multiple choice box.  But I can't figure out how to make the multiple choice box show only those Vendors.

Is this possible?

Thanks for your help!

Josh
      This topic has been closed for replies.

      This is possible if you set up a Relationship where 1 vendor has many Projects.  They will be typically connected by the field [Related Vendor] and the lookup field and "Proxy" will be Vendor name.

      Then on the FORM properties on the Project record for the vendor field, you can specify the report to be used for the drop down list of vendors, and it can be a report filtered to just show Electricians.
      Terms & ConditionsAccessibility statement