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OTAdmin
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Limiting a pop-up menu to only show records marked "active"

I have a clients table that contains the ID, name, and a active field (0 for inactive, 1 for active).

I want to have a layout where a user selects the active client and then moves on to another layout passing the ID as a variable.

The problem - I can't figure out how to limit the field to only display active clients.
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OTAdmin

8/22/2022 - Mon
North2Alaska

Are you displaying the list via a portal?  If you are I can suggest two option. 1) either modify the relationship to include the active field or create a new relationship with the same. 2) use portal filtering when defining the portal on the layout.
OTAdmin

ASKER
No, not via portal.  It's a pop-up menu to select a client and a day below that and then submit to the next layout, passing those variables.  I just can't figure out how to limit the popup menu to only show records marked as active (1).
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North2Alaska

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OTAdmin

ASKER
Wow, thanks for the sample database.  I see what you did, however I don't understand.  I don't see the process that causes the value list to be limited.  I can mimic this, but I just don't understand.

It also seems like a lot of work when they could just add filtering formula criteria to the value list generation.  But, that is a wish for another day.  :-)
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William Peck
OTAdmin

ASKER
Never mind.  I see it in the relationship.  Now I get it, although it seems like so much work when it could just be a filtered value list.  I guess I don't really understand that whole table occurrence thing.  I knew i had to do it, but I haven't found a good explanation of them.
OTAdmin

ASKER
Hmm.  Possible bug.  I notice that if I flip around a few times in the value list, it changes one of the client names to a 1.  I'm trying to narrow down and recreate the process repeatedly.

What is the purpose of the "g_selected" field in your example?
OTAdmin

ASKER
Never mind again.  Ugh.  I now see my you have that field.  It prevents the name field from being renamed.

Will this still work in a multi-user environment where multiple users are selecting and entering data simultaneously?
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