Setting up DBLookup filters for timesheet edits

You can configure the mobility timesheet to use filters on DBLookups (database lookups). Filtering lookups is useful to present only a relevant subset of selections to the user, based on a prior selection. For example, for users making edits of work details or premiums, you can filter the values in the Department lookup based on what is selected in the Team lookup.

To set up a DBLookup filter for timesheet edits:

  1. Identify the field that is used to filter the DBLookup. This is the primary input field.
    In our example, the Team lookup is the primary input field.
  2. Identify the DBLookup being filtered. This is the secondary input field.
    In our example, the Department lookup is the secondary input field.
  3. Modify the SQL expression of the DBLookup being filtered. The SQL expression links the primary input field with a secondary input field to extract the data you want to display in the filtered DBLookup.
    In our example, we will modify the SQL expression of the Department lookup to show only the active departments with the currently selected team.