husui

Value list containing unused/unadded customers in a specific receipt record

Discussion created by husui on May 28, 2018
Latest reply on May 28, 2018 by husui

I have three tables:

  • Customers
  • Customers_Receipts (join table)
  • Receipts

A customer can appear on different receipts, and a receipt can have more than one customer, hence the join table.

Whenever I add a customer, I want the popup menu to show customers that have not been added to the receipt that I am on.

Screen Shot 2018-05-28 at 10.49.50.png

Mark and Jess are already in this Receipt record #1, so I would like only Rick to show up as a possible option when I add a customer. Can I set up a relationship to do this where I can get a value list out of it? I have tried multiple table occurrences with no success.

 

Here's the rest of the contextual information.

Screen Shot 2018-05-28 at 10.54.53.png

Screen Shot 2018-05-28 at 10.50.10.pngScreen Shot 2018-05-28 at 10.50.19.png

 

I can see this being useful in a Projects-Assignments (join)-Employees example as well. A company could have hundreds of employees, and it would be useful to filter out which employees haven't been assigned in a single project when adding more people to the project.

 

Related links: How to Create a Dwindling Value List Conditional drop-down menu?

Keywords: "dwindling value list", "conditional value list", "executeSQL", "unused", "unadded", "not yet added", "dynamic"

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