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Using a Multi Select Field on the Parent Record of a Relationship

  • 1.  Using a Multi Select Field on the Parent Record of a Relationship

    Posted 08-23-2018 00:11
    I have a contact parent record with the Multi Select field: "Group"

    • Each Contact may have multiple groups.
    • Each Group has Unique Products

    Can I set a relationship so that when I pick two or more groups, the product drop down will show only the products for the selected groups?

    Note: No issue with One Group > Product Relationship. The moment we try to do multi select, it breaks.


  • 2.  RE: Using a Multi Select Field on the Parent Record of a Relationship

    Posted 08-23-2018 18:18
    There is a technique which would allow you to launch off a Contact (or say an order which has the contact selected), and it would present a list of qualifying products for that contact.  Then you would click a button to add the product to the order and continue clicking until all the products have been added.  the  you would click a link to return to the order where you would see that the line items have been created edit the line items for qty and price. 

    But the steps to do that, while native, are a bit too complicated to put on this forum step by step.  it usually takes me about 1.5 hours to set this up for a client.  Contact me at QuickBaseCoach.com if you are interested in taking this off line.