Trying to create Lookup field on one Page that uses data from another Table to populate a field in the current table.
Solution:
This example - Creating a customer lookup on an invoice
- Create Customer Table with CustomerID
- Create Field for CustomerID on Invoice Header Table
- On Invoice Header Page
- Add CustomerID to Page
- Set SourceExpr to point to the table you want to use as the lookup
- Set TableRelation to the table/field you want to lookup on
- In the table, set the DropDown list under View>Field Groups
- Name: DropDown, Group>three dots>Select fields you want in lookup
- If you want advanced lookup options
- Under Properties for the CustomerID field
- Lookup = Yes
- LookupPageID = Customer
To Create a Custom Drop Down list
- On the Table, set the datatype to Option
- Fill in the OptionString Field with your options lit separated by commas
- If you want separate descriptions, Fill in the OptionCaption field on the Properties of the field on the page
- example <Wedding,Baby Shower,Bridal Shower,Anniversary,Birthday,Grad,Home,Other>
To Create a Custom Drop Down list from a global Variable as an Input on the Request Page
- Create Global Variable - Type Option
- Enter all option values
- On request page, insert global variable
- On Report page, insert global variable so it can be seen by the report
- Use SSRS or CAL Logic to reference the field
To create a dropdown field on a report request page
- Go to the table where the field is being taken from
- Set the TableRelation to the table you want to get your dropdown values from
- On the Table you're getting the dropdown values from, Design>View>Field Groups
- Create a field group named "DropDown" and select the columns you want to display
- Whenever this table is used as a related dropdown, it will use the DropDown field group settings
This logic will replace the default lookup.
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