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Claris Engage 2025 - March 25-26 Austin Texas ×

Eclude Values in Value List (Not a conditional Value List)


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Posted

Let me start by saying that I do not need a Conditional Value List here...I already have two of those in use and they work just fine.

My issue is as follows:

I have multiple tables in a Finance Database, One which holds transactions and one which holds Accounts and their info. In the Transactions form there is a field "Account" which is set to a Value List that simply gathers the Account names from the "Accounts" Table.

What I am after is being able to "Filter" the value list, in other words, if I could put a check box on the Accounts layout that said "Include in Accounts List" and if that check box was empty that record would not appear in the value list.

Hopefully that makes sense!

Thanks for your help!

Posted

if that check box was empty that record would not appear in the value list.

One way to achieve this is to define a calculation field in the Accounts table =

Case ( Include ; AccountName )

then define a value list based on this field.

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The field 'Include' is a Number field, using a custom value list of 1.

Posted

Thanks for your reply!

I have this set up, I think.

What's happening now is if I check more than one account, the most recent overwrites the others, thus it's not making a list, it's just showing one value.

I set up the AccountName field as a Global Storage Field, is that not correct?

Yep, that was the issue!

Thank you so much!

Posted

Thanks for your reply!

I have this set up, I think.

What's happening now is if I check more than one account, the most recent overwrites the others, thus it's not making a list, it's just showing one value.

I set up the AccountName field as a Global Storage Field, is that not correct?

Yep, that was the issue!

Thank you so much!

I think you just answered your own question.

Did you mean the include field is a global? This should be a standard field.

If accountnames is a global then how do you gather a list of them as indicated in your original post. Surely accountnames is different for each record.

This topic is 4877 days old. Please don't post here. Open a new topic instead.

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