Qrew LegendA bit late but thought its worth sharing for others in the future.
The conditional dropdown list will work in legacy forms with a grid edit table in edit mode with a lookup condition if the condition that is also the proxy field. The proxy field is prefilled in the grid edit tables in the legacy forms like the master related field.
Tested it on my side and worked. The only down side is that my proxy field is now taken.
Hey Efvrno,
It's crazy that you just made this post as this is a problem that my current company has going on right now. I built out your idea in a test environment but the proxy field does not pre-fill in the form like the related field does. Is there any other trick to this?
Qrew Legend.. are you in Legacy Forms? This only works in Legacy forms at present, not New Forms.
Hey Mark! Oh yes, I am ALWAYS in legacy forms. haha (New forms are still too slow and clunky for me but that is a separate topic)
To be clear, the proxy field does fill, but just with the RID/Key of the parent. Once the record it saved, it then switches to the value of the field I selected.
Qrew LegendOK, the behaviour I see is that if I explicitly put the proxy field which in my test case was called [Parent Name], on the grid edit report, then it auto populates that field with [related parent] when I add records and grid edit mode.
So you're right that's not a greatest user experience because [related parent] is a meaningless field to the users.
But I also see the behaviour that if I don't put the [Parent Name] field on the grid edit report at all, then the user is not confused by seeing [Related Parent] and they can just enter children, which end up being properly attached to the parent. Interestingly, if I make the field [related parent] required then the save will fail if the parent is an ADD mode meaning that I cannot add children in add mode. But when I make related parent not required then it performs beautifully. I'm sure there is quite a bit of magic under the covers to make that happen and unfortunately that advanced functionality is not yet available on new style forms. Hopefully that will be a feature they will come out with on New forms, and it's one that I'm advocating for though some feedback channels.
