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Conditional drop down pulls up all child records

  • 1.  Conditional drop down pulls up all child records

    Posted 03-30-2018 13:05
    I have a conditional drop down within Invoice requests that displays the quotes associated with a project.

    Projects<Quotes
    Projects<Invoice Requests
    Quotes<Invoice Requests

    Currently an invoice request is associated with just 1 quote.  I have been asked if 1 invoice request can include all quotes associated with a project.  I am not sure how to set this up.  Is there a way to pull all of the child quote records with the selection of the Parent "Project"?

    Thanks!


  • 2.  RE: Conditional drop down pulls up all child records

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    Contributor
    Posted 03-30-2018 13:20
    Hi Christine,

    I just want to clarify are you wanting to select your Project on the Invoice Request table and then have the list of related Quotes show only the Quotes that belong to this project? Then from this list you would still at the end select only 1 Quote to be the parent of your Invoice Request?


  • 3.  RE: Conditional drop down pulls up all child records

    Posted 04-02-2018 03:08
    Hi Evan,
    I currently have a conditional drop down that filters to the available quotes, but only one may be selected per Invoice request. I would like to allow users to have the option of selecting 1-all quotes to invoice per request, possibly displaying all available in a child table?


  • 4.  RE: Conditional drop down pulls up all child records

    Posted 04-02-2018 11:29
    I think what I need to do is create a lookup to the report link.  Is this possible?


  • 5.  RE: Conditional drop down pulls up all child records

    Posted 04-02-2018 11:42
    Working on this idea now, I changed the default report link to must match the Project.  I think this will work


  • 6.  RE: Conditional drop down pulls up all child records

    Posted 04-02-2018 11:56
    Seems to work.  thx!


  • 7.  RE: Conditional drop down pulls up all child records

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    Contributor
    Posted 04-02-2018 13:33
    Hi Christine,

    I am glad to hear your idea worked to help you resolve the issue.