Discussions

Expand all | Collapse all

Conditional Drop down from two possible related tables?

  • 1.  Conditional Drop down from two possible related tables?

    Posted 11-07-2018 14:57
    Alright, so I am needing to create a conditional drop down selection of contacts based on what parent company is selected. The catch is, the two company types are related to the contacts table separately as parent tables. 

    For example:

    Say I have a complaint. If the complaint is of type "Vendor Complaint" and a Vendor company is selected, then I need to see a drop down selection of contacts with parent Vendor matching selected. But if type is "Customer Complaint" and a customer is selected, I need to see a conditional selection of contacts with parent customer matching selection. 


    I cant figure out a way to dynamically change what the conditional drop drop is narrowed by. 

    Any help is appreciated. Thanks!


  • 2.  RE: Conditional Drop down from two possible related tables?

    Posted 11-07-2018 22:54
    I think you need another 'helper' formula field.

    Set the formula equal to the Vendor name if it's selected or Customer name if it's selected. Then set your conditional dropdown to use this field.

    -Sharon