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

Posted on 2012-12-21
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Last Modified: 2012-12-22
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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Question by:OTAdmin
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Expert Comment

by:North2Alaska
ID: 38715832
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.
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Author Comment

by:OTAdmin
ID: 38715908
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 earned 500 total points
ID: 38715944
So, you are using a value list to populate the popup.  So, I think a relationship is probably your best bet.  Here is a little sample of how you might make this work.  The elements to look at are:
1) Global g_active set to 1 (active) to filter the list
2) The Value list uses the "Include only related records" option.
3) The Value List only displays the name but returns the ID.  (the g_selected field is only used to capture the selection.  You may want or need to do this another way.
4) The Active field is where you would change the status from 1 to 0 to indicate activity.

See if this makes sense...
Popup-Filter.fp7
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Author Comment

by:OTAdmin
ID: 38716391
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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Author Comment

by:OTAdmin
ID: 38716396
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.
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Author Comment

by:OTAdmin
ID: 38716414
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?
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Author Comment

by:OTAdmin
ID: 38716415
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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