How To Filter A Choice List Table

[chriscorbett]

Hello All --

I am trying to set up a choice list that is dependent on the values of other fields and am hitting a road block.

I want the choice list to display choices that are specific to the company that is listed in sys_user. I have a u_system_list custom table that lists

Company - Reference to core_company

System Name - String to hold system name

A sample of this might look like:

Company         System

Microsoft         Microsoft System A

Microsoft         Microsoft System B

Apple                   Apple System A

Apple                   Apple System B

So, if I have a user jsmith in my system with Microsoft listed as their company, I want my choice list to show

Microsoft System A

Microsoft System B

Likewise, user jdoe who has Apple listed for their company would see this in the choice list

Apple System A

Apple System B

As it stands now, when I try to choose the u_system_list when I select the choice table, I cannot see it in the list of available tables.

I know that you can set this up using dependent fields and choice lists. But I want to see if it is possible to do this using a choice table and reference qualifier perhaps?

What is the best way to go about creating this association?

Thanks in advance,

Chris

[Chuck Tomasi]

Hi Chris,

You can do this, but it requires a bit of work. I would consider making the choice list field a reference field and then you can relate the two as dependents (similar to assignment_group and assigned_to). It gives you room to expand vertically (more choices per vendor) and horizontally (more attributes per system) while maintaining a consistent choice experience between the two fields.

Just a thought.

[chriscorbett]

OK... so I create a "system_reference" field of type Reference and point it to my system list table. If I'm understanding what you said, I also have to make the system_reference field dependent on system_list.

Is this correct?

[Chuck Tomasi]

Hi Chris,

That sounds right, based on the limited details I have of your table and field structure. Again, use Assignment group and assigned to as an example.

[chriscorbett]

Resurrecting one of my earlier threads on something I don't have working yet.

I'm looking to have a choice field in a custom table that populates from record in a second custom table. The qualifier is company. The values in the choice list change depending on the company of the logged in user. I also have other fields in the second table that I want to use for workflow task assignments, etc.

So, the structure looks something like this:

u_table1

User

Company

System List

u_table_2

Company

System Name

System Owner

System Technician

I have read in other posts that it is not possible to pull in fields from another custom table to be options in a choice list. Is this correct? That seems so counter intiutive, IMHO.

In fact, it seems like the work around is to make the Company field in u_table_1 a reference to u_table_2 then make it a choice list somehow. Chuck tried to explain it to me in this post and he has done so in others as well. But this alternative solution is still not quite clicking in my head.

Could someone explain to me how this is supposed to work?

Thanks!