Newbie .. filter value list

[KenR]

Hello

Loving FM, but very limited skills.

I want my drop down value list just to show my OPEN orders.

I've created value list, and can see all orders. 
I have a field in the Orders file with OPEN / Closed status.

How do I limit the items in value list = OPEN orders.

 

thanks

ken

[Ocean West]

Typically what I do is create a calculated field in the orders table,

isOpen: Case( orders::status = "open" ; Order::Number  )

Then based your value list on the isOpen field it will only display OrderNumbers that are open.

[KenR]

thank you Ocean, I'll dive into this soon as I'm home...

[bcooney]

I’m curious, in what scenario are you selecting open orders? Are you relating an open order to another entity? I ask this because you may very well actually need to use Find mode. 
 

Also, picking a record is often accomplished using a card window that shows a list of records. That list can be pre-filtered (such as only open orders for customerA in 2022). 
 

please describe the use case. 

[KenR]

I am relating selected Open orders to my shipping plan.
I want to manually select the Order that I plan to ship, and build up a list of orders that will be included in the same shipment (from factory to our warehouse)
My present value list works ok, but it shows ALL of my POs (obviously then including all that have already been shipped, and those still in production and not yet ready to ship)
So yes, i just want to see open orders in my filter list.

The PO table has a field call Open, which has the word "OPEN" loaded.

thanks for asking

[KenR]

My current value list is set to .....'use values from field'

[bcooney]

Here’s how I’d go about it:

user clicks button, add order to shipment. 
card opens showing all orders that are not already on a shipment that are in “ready to ship” status. (This is done using a find after the card is shown in the show open orders script).
user selects 1+ orders 

on clicking done in card, each selected order’s shipmentId is set. Order status is possibly updated to “pending shipment”. 
 

edit: this assumes an order is not split across shipments. 

[KenR]

awesome thanks .... will get armed with a coffee and see if I can manage

[bcooney]

Do you split orders across shipments? Your data model structure can change. You might need shipment line related to order line. That would be the most complex. 
 

if I have time, I’ll out together a demo. You might benefit from my recent blog post on how I do picker windows. 
https://www.proofgeist.com/blog/2022/06/24/building-a-modular-picker-with-an-ontimer-script