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Child records as inputs in form

  • 1.  Child records as inputs in form

    Posted 06-28-2018 20:10
    Hello,
    I have three tables.

    Table 1: Funds. Key field is an alphanumeric ID.
    Table 2: Categories: Key field is an alphanumeric ID.
    The Categories:Funds relationship is 1 to many. A category can have dozens of related funds.

    Table 3: Proposals. Key field is recordID.

    Users submit proposals via a form in table 3. Within a given proposal (form), the user identifies at least one or many funds - each of which is its own "related fund" record picker.

    I'd like to give users a 'shortcut', i.e. I'd like them to be able to identify within the form a Category and have all the Funds of that category populate in the form - not as a related records report, but rather have each Fund record picker populate with a different fund of that category.

    Is this doable?
    Thanks in advance.


  • 2.  RE: Child records as inputs in form

     
    Posted 07-10-2018 20:53
    Try this first: https://help.quickbase.com/user-assistance/#conditional_dropdowns_basic_setup.html

    I may be misunderstanding the question