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3 tables, all many-to-many, want conditional Dropdowns

  • 1.  3 tables, all many-to-many, want conditional Dropdowns

    Posted 01-08-2018 04:49

    Problem:

    3 tables, Tables 1 & 2 are many-to-many, Tables 2 & 3 are many-to-many

    I want a Company, Group, and Department dropdown. I want to be able to select Company from a drop down and have the Group dropdown conditional based on the Company.  Once Group is selected, I want the Department field to be conditional based on the Group choice.

     As an example

    Companies                        

    100 (Associated Groups 500 and 501)

    101 (Associated Groups 500 and 501)

     

    Groups

    500 (Associated Companies 100 and 101, Associated Departments 1000 and 1001)

    501 (Associated Companies 100 and 101, Associated Departments 1000 and 1001)

     

    Departments

    1000 (Associated Groups 500 and 501)

    1001 (Associated Groups 500 and 501)

     

    I have been trying to use this knowledgebase item, but I can't figure it out. https://help.quickbase.com/user-assistance/?&_ga=2.177122149.1586778128.1515171895-2081853587.1513556162#conditional_dropdowns_basic_setup.html

    Any help would be much appreciated!



  • 2.  RE: 3 tables, all many-to-many, want conditional Dropdowns

    Posted 01-08-2018 05:26
    I assume that you are entering transactions and want to code them to the correct Company, Group and Department.

    I also assume that in fact your setup is that is that
    1 Company has many Groups and 1 Group has Many Departments.

    First setup your table of companies and make a relationship to the table of Groups such that 1 Company has many Groups.

    Similarly make a relationship where 1 Group has many Departments.

    Then I assume that you have a table of Transactions that you are trying to code.

    Make a relationship where 1 Company has many Transactions.  

    Then make a new relationship where 1 Group has many Transactions.

    The reference field for that relationship on the top right will be [Related Group]  Set the field properties to be conditional such that having chosen [Related Company], only offer choices which match [Related Company] from the groups table.

    Then make a relationship where 1 Department has Many Transactions.  Similarly, the reference field for that relationship on the top right will be [Related Department].  Set the field properties to be conditional such that having chosen [Related Group], only offer choices where that match [Related Group] from the Departments table.

    Post back if you get stuck and I can try to help you here, or contact me if you need additional one on one assistance via the contact info on my website QuickBaseCoach.com


  • 3.  RE: 3 tables, all many-to-many, want conditional Dropdowns

    Posted 01-08-2018 17:00
    Thanks!  I will give that a try today and see if I can make it work. I appreciate your response!