Discussions

Expand all | Collapse all

Filtering drop down options

  • 1.  Filtering drop down options

    Posted 08-23-2021 11:30
    I have three tables that are related in the following way:

    Contacts
    Outlets
    Writer Outlets

    "Contacts" is a Parent Table to "Writer Outlets"
    "Outlets" is a Parent Table to "Writer Outlets"

    The "Writer Outlets" table was created to connect/associate Contacts and Outlets. This table works how it's supposed to. If you go into a Contacts record, you can see all associated Outlets and vice versa.

    There is a fourth table, "Outreach", where I'm trying to create a form to keep track of outreach for specific Outlets. Because an Outlet may have multiple Contacts associated with it, I'd like to be able to select the Outlet and then have the list of Contacts filter based on the Outlet selected so that our team can record the Outlet that was contacted and the individual person that was contacted at the Outlet.

    I need assistance with creating the relationships for the Outreach table.






    ------------------------------
    Chelsea Giacchi
    ------------------------------


  • 2.  RE: Filtering drop down options

    Posted 08-24-2021 10:28
    You have

    Contacts < Writer Outlets > Outlets < Outreaches 

    I think what you want is this

    Contacts < Writer Outlets > Outlets < Outreaches > Writer Outlets


    So create a new Relationship where One Writer Outlet has many Outreaches.

    Then on the Outreach relationship field called  [Related Writer Outlet], set  the field properties for that field to be "Conditional".  so that after selecting [Related Outlet]
    only show choices where that field equals [Related Outlet] of the Writer Outlet records.

    ... that should work, post back if you get stuck.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Filtering drop down options

    Posted 08-25-2021 10:06
    Thanks, Mark. When I create the Writer Outlet < Outreach Relationship, I only have the options to add [Related Outlet] and [Related Contact]. I don't see [Related Writer Outlet] as a Field option.

    ------------------------------
    Chelsea Giacchi
    ------------------------------



  • 4.  RE: Filtering drop down options

    Posted 08-25-2021 11:10
    If you like contact me by email and I will hop on a quick zoom call with you.

    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------