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Can I filter choices in a lookup / browse?

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  • Can I filter choices in a lookup / browse?

    Folks, I was wondering if it is possible to limit the choices in a lookup based on the value in another field.

    I have two tables..one called equip type and another called problems. For example purposes assume the equip type table may have items
    Bill Changer
    Vacuum
    Wash Bay

    The problem table has numerous problem descriptions and each description is associated with a specific equip type.
    For example the problem description of "has no suction" would be associated to vacuum. while "bill stuck in acceptor" and "received no change" would be problems associated with the Bill changer type.

    On a form based on a set of these two tables I will look up and enter a specific equipment type. The next item to be entered will be the problem ...I have a look up field which basically shows all the problems in the problem table...what I would like to be able to do is filter the values in the lookup based on the equip type..for example if I entered bill changer as the equip type when the lookup displayed at the next field it would only show the problems related to "bill changer" equip type.

    I the problem table has the following fields
    prob_id
    prob_desc
    equip_type_id

    I link the tables with the equip_type_id. Hopefully I have explained this well enough that some of you can help me out with this. Thanks in advance. I did search for browse related items but did not find any like this...

  • #2
    Re: Can I filter choices in a lookup / browse?

    Yes. Check the help file discussion on "Creating a Table Lookup"

    A field rule table lookup permits you to include in the specifications of the field rule an expression to filter the records displayed for the user to choose from. Presumably you'd use this to define a filter expression so that only those "problem" records that had an equip_type_id field value matching the current equip_type_id would be displayed.

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    • #3
      Re: Can I filter choices in a lookup / browse?

      Tom thanks so much for your reply. I reviewed the documentation you referenced and played with this a bit but I still can't get it to work. I just don't have enough experience yet...I can't figure out how to reference the value entered in the equip id field on the current form so that the lookup on the problem id field is filtered on that value. I attached a sample that hopefully better describes what I want...the menu form button will open the form I an using. Perhaps my set is not structured correctly. Not sure. Appreciate the help thus far.

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      • #4
        Re: Can I filter choices in a lookup / browse?

        Ron,
        add this filter to the lookup:
        Code:
        Equip_Id = prob_hdr->PRB_HDR_equip_ID
        See pic, too.
        Mike W
        __________________________
        "I rebel in at least small things to express to the world that I have not completely surrendered"

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        • #5
          Re: Can I filter choices in a lookup / browse?

          And also Ron,

          Bad practice to use the same names for tables and sets. It is best practice to have all tables, sets, forms, fields, (Objects) have unique names. Devise a convention that works for you, like s_<parenttablename> for the set name.
          Mike W
          __________________________
          "I rebel in at least small things to express to the world that I have not completely surrendered"

          Comment


          • #6
            Re: Can I filter choices in a lookup / browse?

            I can't believe it was that simple! I was trying variables and everything else to get that to work! Thanks so much. I can use this example to get some others the way I want them now. Also, I don't normally name the tables/sets using the similar names..this was a quick db sample to try to demonstrate what I wanted to do but I appreciate the feedback anyway. Thanks again for the solution...I bet I tried 20 other ways to accomplish this but never got it done.

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