Forum Discussion

RebeccaKnecht__'s avatar
RebeccaKnecht__
Qrew Member
2 years ago

Look-up fields

I have a field in child table (patients) that pulls the client name from parent table (clients). However I want to only pull clients from the parent table that are active. Right now it just pulls every client in the client table into the dropdown. 



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Rebecca Knecht, MS, ACSM-CEP
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  • DwightMunson1's avatar
    DwightMunson1
    Qrew Assistant Captain

    If you right-click and go to the form settings for that field you will see how the picker is displayed. You can set it to be a report where it only shows clients that are active. I do this in a lot of places. 



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    Dwight Munson
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    • RebeccaKnecht__'s avatar
      RebeccaKnecht__
      Qrew Member

      I wasnt able to figure out how to only display active ones but I was able to add the status to the picker so people can see if they are active or not which works. Thanks!



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      Rebecca Knecht, MS, ACSM-CEP
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      • DwightMunson1's avatar
        DwightMunson1
        Qrew Assistant Captain

        If you have a report for active Clients, you can use that report as the picker. Then in the filter of the report do something like Active checkbox = checked.



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        Dwight Munson
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