Expand all | Collapse all

Conditional User List

  • 1.  Conditional User List

    Posted 26 days ago
    Looking for a solution where I can select multiple users on a record that meet a certain criteria.

    Ideal scenario is I have a table for "Project Managers" and a table for "Projects". I want to be able to add multiple project managers to a project granted that the PM is "Active". I can do this with a standard QB relationship using a conditional dropdown but I need it so that I can add multiple PM's to a Project (and vice versa). Is there any way I can have the user list field dropdown only pull in PM's that are listed as "Active" in the PM table? Or is my only solution to create an intermediate table to add multiple PM's to multiple Projects?

    Thank you!

    Niraj Shah

  • 2.  RE: Conditional User List

    Posted 26 days ago
    You will need to do that many to many join table as there is no functionality for a filtered multi select field.

    in all probability you will then be wanting to roll up the text values of the usernames up to the Project and then use a formula to coax them back into a userlist available for Permissions and notifications.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach

  • 3.  RE: Conditional User List

    Posted 18 days ago
    Hi Niraj,

    I just wanted to follow up on this question to say that Mark absolutely hit the nail on the head for the best way to do this. Creating a table of just your PMs and creating a join table for a many to many unlocks so many future options for reporting and organization that tend to be really valuable as an app and its usage grows. It is also the best way to control dynamically based on the data which PMs show up, for example those who are active or even setting it up so only PMs with less than 4 active Projects show up, etc. Using the relationships and reporting to help filter you can get a lot of fine control over what data shows and also the ability to adjust that filtering as needs change.

    Evan Martinez
    Community Marketing Manager
    Quick Base