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A5v9 Filtering Lookup

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  • A5v9 Filtering Lookup

    I have a parent table, Industry, and a child table, Industry Sector. For example: Industry=Education=001. Industry Sector=Tuition=001, Elementary school=001, Secondary school=001 etc

    The goal is to use the Lookup feature to first select an industry to filter out sectors outside of it.

    I tried going to the Table to create a Session Variable to be used in the Lookup Rules tab but keep getting a blank listing for the Industry Sector listing when doing the Lookup there.

    Does anyone know how I can use the Lookup filter feature to achieve this kind of filtering which is meant to shorten the second selection list?

    Charles TAN

    We have smart clients because we work hard for them.

  • #2
    Re: A5v9 Filtering Lookup

    Suggest you rename your tables and your fields so that no blank spaces are used.

    Instead of naming the table "Industry Sector" use a hard underscore like this


    Do the same for fieldnames.

    Then, build the filter expression for the lookup in the table lookup field rule. If you have trouble post a sample copy of your database here with instructions for us to follow to find the problem when we run your database on our machines.


    • #3
      Re: A5v9 Filtering Lookup

      Hi Tom:

      The Variable, Industrytype, when change to “Industry Type” will result in a blank for the selection of Industry Sector. This is done by going to Field Properties->Choices->Field/expression values to display.

      The selection works fine if the Variable display Ind_id. See sample apps attached.

      The other issue is the selected Industry type is not captured in the database since the selection is made with a Variable.

      How can I:
      - By selecting an Industry type narrow down the choices to that industry sector?
      - Capture these selections in the database?
      Charles TAN

      We have smart clients because we work hard for them.


      • #4
        Re: A5v9 Filtering Lookup

        Unzip the attachment to an empty folder.

        I've renamed your tables to eliminate the blank spaces.

        I've renamed your set to eliminate the illegal character used in the set name.

        I've re-written two table lookup field rules in the Company table. These are for the Industry_type field and for the Industry_sector field.

        Notice that the Industry_sector field rule uses a filter to narrow the range of possible choices depending upon the value in the Ind_id field of the Customer table.

        I'm not using a variable.

        Hope this helps.


        • #5
          Re: A5v9 Filtering Lookup

          Hi Tom:

          That's what I have been trying to achieve.

          I now understand A5 better.

          Thks for the help and the new insight into A5.

          Best wishes
          Charles TAN

          We have smart clients because we work hard for them.