Filter View Selector

Posted by Rollbase User on 30-Nov-2010 00:31

I have Objects Supplier, Product and Purchase Order. In new purchase order how can I automatically Filter product based on the supplier if there are many supplier or it is not fixed. The user can add new supplier and i want to automatically filter their products in selector view.

All Replies

Posted by Admin on 02-Dec-2010 17:19

I assume you have the following relationships:
(1-many) Purchase Order - Products
(1-many) Purchase Order - Supplier
(many-many) Supplier - Product

If so:
1. Go to your Purchase Order object definition
2. Edit the Product lookup field
3. Set the filtering criteria to be based on the Supplier lookup field and choose the appropriate relationship to do the filtering by

This should give you the desired result: when a user is creating a purchase order and selects a Supplier, the Product field will automatically be limited to only products related to the selected supplier(s)

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