Filter parent records within child record grid edit based on other parent selection
Hi all, I've implemented solutions similar to this in the past (filtering child records based on grid edit overrides & forms, etc), but I'm really struggling to figure this one out. Here's the scenario: I've got a table "jobs", which is a child table of "venues". On the Jobs form, I need users to be able to select an on-site contact from a list filtered based on their selection of a grandparent "venue" record. Currently, I've got a table "contacts" which is a child of "venues". I've created an intermediary relationship table "on-site contacts" which is a child of both "jobs" and of "contacts" to connect the two. I've tried adding a grid-edit child record report of "on-site contacts" to the jobs form, and attempted to filter it so that it only shows records in which "contact-related venue" is equal to "job-related venue", but with the grid edit report, job-related venue does not populate until the form is saved and the child record is officially created. Does anyone have a solution to accomplish something similar? I suppose I could flip the relationship and try and make on-site contact a parent of jobs, but I'd like for users to be able to add multiple contacts as needed. Thank you! #Gridedit #Search #filters #Many-to-Many ------------------------------ Elena Larrabee ------------------------------
Retaining Filters on 'New' Table View
Originating from user feedback- is it possible to retain filters on the 'new' table views? For example- if a user filters two columns, then clicks into a record, when they navigate back to the table view they would like the filters to still be in place (to simply save them from having to filter again). I realize that clearing out the filters is likely the intended approach- and may be many scenarios where users would want the filters to clear- just curious if anyone has similarly wondered if filters could be retained and any suggestions to do so. Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------
