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Issues with Multi-Select Lookup Field

  • 1.  Issues with Multi-Select Lookup Field

    Posted 02-03-2020 16:21
    I am creating automated Tasks from certain Projects. (One Project has many Tasks). In Projects is a Multi-Select Field [Selected Coverage Types] and it has a lot of Dynamic Form Rules based on what's "included" in the field. However, in Tasks you cannot create rules that "include" whatever is in the field. I've tried a few work arounds and I can't seem to get it to work. I need a field that will take the information in the [Selected Coverage Type] in Projects and have it be usable in the Task and allow me to be make rules based off of what's "include". 

    The image below is an image of what I use in Projects, and I'm trying to recreate something similar in Tasks.


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    Matt Gill
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  • 2.  RE: Issues with Multi-Select Lookup Field

    Posted 02-03-2020 16:49
    To clarify, on the [Project - Selected Coverage Types] lookup field in the Task Table, the field will not allow me to "includes, the value" and allows me to type in what I need. It only lets me selects "the value in the field..."


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    Matt Gill
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  • 3.  RE: Issues with Multi-Select Lookup Field

    Posted 02-03-2020 18:54
    Is the field type n both of the tables the same?
    Did you change the type after the rules where build?

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    Jan-Willem S
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  • 4.  RE: Issues with Multi-Select Lookup Field

    Posted 02-03-2020 19:39
    I was able to duplicate your problem.  It seems to be a limitation of how the form rules treat those multi select lookup field types.

    But when Quick Base closes a door, sometimes we just need to get in though a window.

    I had a field on the parent record with a multi select list of fruits.  
    I looked that up to the child record.

    I then created a Multi select formula field called [Apples] with a formula of

    "Apples"

    The formula box editor was not happy (yellow), but the formula saved OK without error.

    I then put in a form rule on the child were the [Multi select fruit lookup field] "includes" the value in the field .... and lo and behold, it offered my up that [Apples field] as a choice.

    So just create any choices you want as single value multi select formula fields and then use them in the form rules on the child.





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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Issues with Multi-Select Lookup Field

    Posted 02-04-2020 09:49
    So I feel like an idiot. I had forgotten that I already had the answer, but I got busy with other projects and other work related issues and I ended up forgetting about it and for some reason thought it didn't work when I never got to try it out, and I ended creating other fields and messed it up worse.

    So what I originally did was create a Multi-Select field in the Tasks table [EGCI Selected Coverage] and it has the same list of items in it as the one in the Projects Table. And with the automation I am using to help create the task, I have the Tasks Multi-Select field  the Projects information copied into it. And it works. The information I need is transferred and I can still use the Rules in the form to do what I need. 

    But if I wasn't using an automation that would be the great way to go. Thank you Mark! Thank you Jan!

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    Matt Gill
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