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Filtered Join Record Selector

Overview

The Filtered Join Record Selector Plugin enhances data integrity and user experience by dynamically filtering form dropdown options based on the presence of their IDs in a specified list. Users interacting with the form will only see and be able to select records that have been verified against the 'AllowedRecords' list. This ensures that only relevant and authorized data is available for selection, reducing errors and streamlining the data entry process.

Use Cases

  • This plugin is ideal for applications where it's crucial to limit user choices to a predefined set of authorized records, such as access control systems, inventory management, and customer segmentation. It ensures that users only interact with data that meets specific criteria, thereby improving data accuracy and security.

Installing the plugin

Prerequisites:

  1. The page must have a form and detail components
  2. The form must have a connections field
  3. Javascript must be enabled (applicable if your're on trial account)

Step-by-Step Installation:

  1. Navigate to the page with this form and detail, this can be a parent or child page. 
  2. Click on the Plugins
  3. Find the Filtered Join Record Selector plugin
  4. Select the form and detail
  5. Select the connections field

Removing the Plugin

To remove the plugin, find the Javascript code that is surrounted with a comment for the plugin name and delete the code. Do the same for the CSS as well.