We have a portal that allows users to enter some basic information in tables. We want to create a form for another table that allows them to choose from the inputs they made earlier. I know that lists can present data filtered by account and user.
Is there a way to do this with look-up fields for input forms? (Hopefully without writing code)
Would appreciate any help I can get!
Can you explain a bit more the filter you are looking for?
If you need to filter the data that is presented in the lookup, you will need to write some code, please take a look at the following articles:
Thanks for responding. I've read your posts see that you are quite knowledgeable.
The tables that we want to use for source data are very simple, basically asking for lists of items pertinent to their operations. All we want to do is have the look-up field sort through the other tables to find data that relates to their account. As an example, a user inputs a list of his company's products in a Product Table. We want to be able to have a look-up that goes back to the Product Table and finds products that relate only to that company.
I tried using the code presented in the dancingwithcrm blog but it didn't work. (Most likely I did something wrong.) Do you know of any resources who might be able to assist? Thanks.
Hi, just going back a bit to a data-model design
Your Product Table should have a relationship (lookup) to the Account Table - do you mean Account or Contact in your scenario? Did you create this relationship?
Finally I think you can follow the steps provided in dancingwithcrm and that should work just fine
can you share a few snapshots so we see where the issue might be?
Thanks for the continued help. I have created a lookup relationship for all of the tables. Account and Contact tables are set.
In my portal, I've created other tables that relate to each other and this is where the related record filtering fails. As an example, I have a table called Products, into which the user inputs product names. In other tables, I want to include the Product field as a Lookup that draws on the Product table and, hopefully, allows the user to choose the products that he/she previously input to the Product table. As it stands, the look up allows the user to choose from ALL products input to the Product table.
I've attached screenshots. Tried to implement the dancingwithcrm code but I think I did something wrong.
if you want to keep the lookup look & feel you will probably need to merge both articles I shared earlier.
did you create the Web Template with the Fetch? your fetch should be looking at the Product table and filtering by the contact/account
you should be able to unit test this by using navigating to the Web Page directly, i.e.: <portals>/product-json?contactid=XXXXXX
once you get this part working is time to work on the JS to replace the values from the lookup model, and that's where my article comes in place, to inject the JS into the modal and change the data
did you get the first part done?
Thanks very much, Oliver. I did create a web template with Fetch. However, I don't recall whether I constructed it the way you suggest. Will go back and do that and try the unit test you suggest. If successful, I'll dig into your article and follow your suggestions there.
Really appreciate your continued help!
no problem Jeff
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