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help with setting up conditional drop-down

  • 1.  help with setting up conditional drop-down

    Posted 07-18-2019 17:36
    So I'm trying to set up this conditional drop-down but having no luck.  I think some of the relationships between tables are wrong maybe?  The application has been worked one by multiple people at different times so its a bit messy.

    So here is a break down of the tables that i want to relate in regards to the conditional drop down.

    Cost Codes(CC):  how accounting keeps track of what money was spent on
    Vendors: people we contract out work to
    Purchase Orders(PO): work that a vendor is hired to do

    So when i make a vendor I select different CC they are associated to

    and when I make a PO I select what vendor it is to. 
    I want the conditional drop down here so I see the 4 or 5 CC that I selected in the Vendor on the Vendor table instead of all 400 CC.


  • 2.  RE: help with setting up conditional drop-down

    Posted 07-18-2019 19:42
    I think you would be able to do so on the Form and not during the Grid Edit. You can create 2 separate multiple choice fields in the table and list down the values as needed by PO and Vendor choices. On the form you have to use the Dynamic form rules to chose the list depending on the PO or Vendor selection to be shown for the users to select their input.. 


  • 3.  RE: help with setting up conditional drop-down

    Posted 07-18-2019 20:20
    Is this part done on a multi-select field type?

    So when I make a vendor I select different CC they are associated to


  • 4.  RE: help with setting up conditional drop-down

    Posted 07-19-2019 13:58
    So right now I can only select 1 CC to relate to the vendor.

    Also CC's can go to multiple vendors.
    Meaning:
       Vendor #1 = CC # 1,2,3,
       Vendor #2 = CC # 1,3,4
       Vendor #3 = CC # 3,4,5,7,8
    and so on.