Conditional Record Pickers in Grid Edit
Hi everyone! Trying to come up with a workaround for the 1000 record limit imposed upon record picker selections and thought maybe I can narrow this down by setting up some conditional record pickers...
Forum Discussion
Hi Marissa,
About a week ago I might have had the same/ a similar error. I do think it's a bug that QB needs to fix.
I had my field that filters the record picker options as a formula field and had another drop down field that could override the formula field. This allowed me to automatically filter if I was creating a record through the form by using the related state but if I was creating a record using grid edit it would not be related yet to anything so I needed this override field.
It gave me all kinds of issues because it wanted the formula field which was the field that filtered the record picker options listed first and then my override state drop down field and then my record picker field. I'm not exactly a fan of how that ended up looking since essentially the first column isn't editable and the second column is where the user would actually need to select the state. It was just too clunky.
Hopefully my experience is some use to you!
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Hannah Wright
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About a week ago I might have had the same/ a similar error. I do think it's a bug that QB needs to fix.
I had my field that filters the record picker options as a formula field and had another drop down field that could override the formula field. This allowed me to automatically filter if I was creating a record through the form by using the related state but if I was creating a record using grid edit it would not be related yet to anything so I needed this override field.
It gave me all kinds of issues because it wanted the formula field which was the field that filtered the record picker options listed first and then my override state drop down field and then my record picker field. I'm not exactly a fan of how that ended up looking since essentially the first column isn't editable and the second column is where the user would actually need to select the state. It was just too clunky.
Hopefully my experience is some use to you!
------------------------------
Hannah Wright
------------------------------