Jump to content
Sign in to follow this  
James Blachford

How do I filter popup menu results

Recommended Posts

Hi

Thanks for reading my post.

I am building a CRM and Job management system. It is split ino four sparate dbase's.

Customers

Quotes

Job Management

Purchase Orders

I have all the suppliers and customers in the Customers section. I have a field which is a radio button set so when the user adds a record they select if it is a prospect, customer or supplier.

I have successfully added the lookup field and pre-filled company detail fields in my purchase order database. I need to filter the companies on the popup menu of the company name popup field in the purchase order database to only show companies that have the radio button supplier selected.

Can anyone help or advise?

Thanks

Jimbob

Share this post


Link to post
Share on other sites

You need to filter the value list for only suppliers. Set a global text field with the string "supplier". Create a relationship from this field to the type field (prospect, customer or supplier) and then create a value list based off that.

Share this post


Link to post
Share on other sites

hi Mr Vodka

Thanks for your reply, I'm not sure I get you correctly. My biggest problem is that the list of companies is matched with a company number value. And the value list shows data from only the second field which is the company name.

The databases are completely separate files.

Will this option still work?

Share this post


Link to post
Share on other sites

Yes to your first question. As long as a TO of the other file's table is on the relationships graph you can still make the relationship work rather easily.

As for your second question. There is no generic answer to whether one file or multiple files should be used. Depending on the amount of data, solution structure, business model, etc it could vary from solutions to solution. In your case, it seems that you could use one file.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.