Currently, we can link an entity with another entity using the relationship option. When selecting the field in the parent entity, we get a modal showing the short list of the rows of the linked entity. The modal is more of smaller version of the larger list view of the linked entity. If the linked entity has different type of records, e.g medication, sanitizers etc, we will have to use the "three vertical dots" to filter the type. This gives rise to frequent mistakes because the user could select the "medication" type instead of the "sanitizers" without using the filter option. This frequently happens as there are too many keystrokes.
An example:
Let me give an example, which hopefully will make it clearer:
Feature Request:
to resolve the problem, it will be great if we could define a filter in the relationship. By doing this, when the user executes step 5 above, the user will get only a list of hospitals. Agreed, the user could still select the wrong hospital but helps reduce the number of mistakes.
What i an not sure of:
I am not sure if this can be achieved using workflow. I tried but could not set it up even a tiny close.
An example:
Let me give an example, which hopefully will make it clearer:
- We have entity called "Prescriptions" which contains all the medical prescriptions issued to patients.
- One field in the "Prescriptions" entity is linked to a relationship to the Accounts entity. The Accounts entity contains all the medical providers such as Clincs and Hospitals.
- In our country, long term prescriptions can only be issued by Hospitals.
- Based on (3) above, when we create a prescription we need to link to the hospital that issued it.
- To achieve (4), the user will select a provider from the modal short list view of Accounts which initially lists all the rows (clinics and hospitals) in the Accounts entity.
- Frequently the users enter the short name into search filter box (with magnifying glass) and selects the wrong the provider, a clinic by mistake.
Feature Request:
to resolve the problem, it will be great if we could define a filter in the relationship. By doing this, when the user executes step 5 above, the user will get only a list of hospitals. Agreed, the user could still select the wrong hospital but helps reduce the number of mistakes.
What i an not sure of:
I am not sure if this can be achieved using workflow. I tried but could not set it up even a tiny close.
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