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  • 1.  How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 15:08
    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


  • 2.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 15:46
    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.


  • 3.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 16:09
    Thanks for the info.  I've got the 1st paragraph of your reply set up properly.  However, I can't seem to get the 2nd paragraph to work.

    What field type should I be using? I am currently using a Text - Multiple Choice field and I do not have an option to specify the report to be used for the dropdown list when I am on the Form Elements page and looking at the field.  If I view the field properties, I can select a reference field for the dropdown list (ie- Vendors-Vendor Name), but I can't specify a report.


  • 4.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 16:29
    Right, so you cannot filter a drop down report when you have a simply mutiliple choice field.

    You will need to set up a Relationships where 1 Vendor has many Projects.  Set the proxy field for the field Related Vendor to be the Vendor Name.  You set that on the field properties for the field Related Vendor.

     This assumes that you have a table of Vendors and the Key field is still the Record ID# field.

    Then put the field for vendor on the form.  The form will let you select a report to use for the drop down, so use a report with the Electrician filter..


  • 5.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 21:16
    Ok...got it.  I have it working.  

    HOWEVER- I need to have numerous fields that have the same functionality, but use different "filters" or "reports."  

    For instance, I have one field to select a related electrician, another to select a related plumber, and another to select a related HVAC contractor.

    Is this possible?


  • 6.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-17-2017 22:41
    Yes, each one will be a new relationship, and then and then each will have its own drop down and it own drop down report filers.  Tip: if you copy the field Related Vendor it will also duplicate the relationship for you.  Saves a click or three.


  • 7.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 04-18-2017 13:14
    Got it, works great!  Thank you for the help!


  • 8.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 06-17-2021 10:46
    Thanks, I had the same requirement for my form and this worked great.  I display the dropdown based on a report that has some additional filtering criteria.

    I am unable to figure out how to do the same filtering in a REPORT.  I am able to show the dropdown values based on a selection from another field, but I would like to filter further, similar to what I am doing in the Form (e.g, filter out where amt = 0).  Can this be done in a report as well?  I can not find the option to display values based on a report.

    thanks
    - Bill

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    William Maughan
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  • 9.  RE: How To Select Multiple Choice Field Options from a Report

    Posted 06-17-2021 11:00
    On the form properties, the default is to use the record picker for the drop-down list. This will respect a conditional drop-down but if you want to introduce additional filtering onto the drop-down choices then you need to change it from using the standard record picker to a report of your choosing. So you would create a report which is filtered with the additional criteria and then set the form property to use that report for the drop-down list.
    So if I understand your question above the effect of that is that the conditional drop down would do part of the filtering and then the report filter itself would do more filtering.


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