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Problem filtering a drop down selection report

  • 1.  Problem filtering a drop down selection report

    Posted 10-18-2018 18:56
    I have customer table that has many locations.  When I create a new project it is assigned a customer.  Then I create part numbers inside that Project.  Each one of those part numbers may be shipped a different location, but it will always be a location that is already related to that customer.  How do I create a drop down to allow the person who is creating the new Part number to pick from a list of locations for the customer that is already assigned.  I can create a report link that does that, but not a drop down.


  • 2.  RE: Problem filtering a drop down selection report

    Posted 10-18-2018 20:43
    You are going to need the following structure for this:

    Customer Table
    Customer Locations Table (new)
    Projects Table
    Part Numbers Table

    Relationships:
    Customers < Locations (new)
    Customers < Projects
    Projects < Part Numbers
    Locations < Part Numbers (new)

    Add a Lookup field in the Projects<Part Numbers relationship to pass down the [Related Customer] field value from the Project into the Part Numbers table.  Then, in the [Related Location] field, you will make it conditional so that the [Related Customer Record ID#] field value = [Related Customer] in the Locations table; to ensure that only Locations for the Customer assigned to that Project will display in the drop down when adding Part Numbers.






  • 3.  RE: Problem filtering a drop down selection report

    Posted 10-18-2018 21:03
    Thanks.  Worked perfectly.  Never used conditional relations before.