Limit the Related Field on the Child Table, based on a value in the Parent Table

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I would like to be able to limit the related records from the Parent Table when choosing which parent on the Child Table.

Example: Audits in the Parent Table, and Audit Reports is the Child Table. When choosing which Audit to relate the Audit Report to, I only want to see the active Audits (based on the Status field on the Audits table).

Is this possible?
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Jennifer Peterson

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Posted 2 months ago

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Absolutely! All you need to do is:

  1. Create a report in your audits table where status = active
  2. right click on the record picker for audits on your form
  3. pick your report from this dropdown:

Pro tip -- limit your report to 1 column if you only want to see 1 field to represent each record in the picker.
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Jennifer Peterson

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Thank you!

Is there a way to make that work in Grid Edit as well?
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Yes indeed.
What you do is to make a new form called, perhaps,  Grid Edit form.  show the fields that you want to have on your grid edit report and also setup that report to filter the drop down list.

now that you have more than 1 form you will have a section for Forms usage and you can specify your "form" to be used for Grid Edit.  The form is really just used as a way to specify the fields to show in Grid Edit and to have more control over the drop down fields in Grid Edit mode.