Does anyone know how to make a conditional dropdown for a record picker within a Grid Edit on a form, or found a workaround to do so?
It's my understanding that while record picker reports can be customized, even for the Grid Edit in a form, they cannot be made conditional i.e. reactive to the current record I'm creating in the form. I have spoken to several different Customer Support agents but none yet have had a solution to this issue beyond a custom form page.
Here's the details of the issue I'm having:
I have a table Jobs. Each Job has many different Phases. Each Job also has many Documents associated with it. When creating new documents, I would like to be able to select a variable number of Phases that are associated with the Job the Document is related to. Because I need to be able to have multiple Phases, I can't use a regular conditional dropdown.
Instead, I use a Grid Edit box. However, the record picker in the grid edit selects all Phases from all Jobs, and I can't make it conditional to only show those Phases that are related to the Job I'm creating a Document for.
Anyone have any ideas how to get around this?