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Need help mapping 2 fields during form filling

  • 1.  Need help mapping 2 fields during form filling

    Posted 10-30-2017 16:14
    Hi

    I have 2 tables. 

    1. Project
    2. Sub Projects - This is related to 1 in one to many relationship

    For e.g. a project could be "Product". A sub-project could be "Product Harmonization", etc


    Now I have a 3rd table called Action Item. 

    While creating an action item, I want the user to choose a Project, and then choose a sub-project which only belongs to that specific project. How do I do that?


    I have mapped Project -> Action Items and it allows me to choose a project
    I have mapped Sub-Project -> Action Items and it allows me to choose all sub projects. 


    Problem is that one project has a lot of sub projects, i only want dropdown to display the sub projects belonging to that Project. 


    Thanks


  • 2.  RE: Need help mapping 2 fields during form filling

    Top
    Contributor
    Posted 10-30-2017 16:42
    You will want to see the [Related Sub Project] field to be conditional.

    On the Action Items table, find the reference field from the Sub Projects to Action Items.
    its most likely called [Related Sub Project].

    When you edit the field properties, you will see a checkbox 


    Use that checkbox, and then in your case select from the dropdown "Related Project"
    In my image it has [Related Client]

    Then you will only see the sub projects, connected to that master project.


  • 3.  RE: Need help mapping 2 fields during form filling

    Silver
    Contributor
    Posted 10-30-2017 16:46

    Projects would be parent to sub-projects.

    Project and Sub-Projects both would be parents to Action Items. It is in the Action Items record where you would select the project, then the dependent list of Sub-Projects.

    In the Action Items table, go to the properties for the Related Sub-Items foreign key field. Go to the Reference Field Options section: Conditional Values.

    Check the box, "The values in this field depend on selections in another field".

    Two selection lists will open.

    Match "Action Items: Related Project" with "Sub-Projects: Related Project"

    Save the field settings.

    In the Action Items form, you will have dependent selection lists between Project and Sub-Project.

    In the Sub-Projects table, when you enter Sub-Projects, you will select the Project it goes with. This is what forms the relationships between Project and Sub-Projects.

    Let us know how it goes.