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Question

Question

Qualifying drop down content using multiple parent fields

asked on June 26, 2017

I am qualifying dynamic fields(Doc owner & approver) in a template by using another field as the parent field (Employment status).

Employment status is defaulted to 'Active'; therefore, when a team member record goes to 'Terminated', it removes the content from the drop down in the document.

To keep that from happening, I wanted to use another field as the parent field so that as long as the value of Employment status was Active OR the value of AD = Y that I wouldn’t lose the content from the drop down.

 

It seems that use of  more than one parent field is an implicit AND.  Is there a way to get this to work as an OR to accommodate my scenario?  (I also have same issue when using these fields in Forms.)

 

Based on 2 parent fields with defaults=Active and Y

This is what I want:                                                                                              This is what I get :

Status                  AD                         LF lookup                                                         LF lookup

A                            Y                            keep title                                                          keep title

T                            Y                            keep title                                                          no title

T                            N                           no title                                                              no title

A                            N                           keep title                                                          no title

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Replies

replied on June 26, 2017 Show version history

Michelle,

Have you created a custom table to use for your dynamic fields. I would setup the custom SQL statement to only update active employees to that column. From there I would run the statement each hour and once someone was terminated they would be pulled off drop down.

When we speak tomorrow I can show you how this looks.

John

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