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  • 1.  Populating a Multiple Choice field from limited data set from a different table

    Posted 01-31-2023 21:17
    Hi
    I have a table for our Project Team and that consist of 3 Roles: PM, DE, BA.  There are about 100 entries on this table, with fields for Name, Email, Role
    In my main Application table, I'd like to have the user assign a PM to the Project Manager field, a DE to the Data Engineer field and a BA to the Business Analyst field.  I can use a relationship to bring the entire Project Team table eam listing into each multiple choice dropdown field, but is there a way to only display the Role=PM in the Project Manager dropdown field, only Role=DE to the Data Engineer dropdown field, etc?
    Thanks

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    Jonathan Albert
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  • 2.  RE: Populating a Multiple Choice field from limited data set from a different table

    Posted 02-01-2023 02:15
    If I've understood correctly, I think you'd want to create different reports for each of those roles - a PM report that filters to include only PMs, a DE report for DEs and a BA report for BAs - and then select the appropriate report in the form settings for each dropdown. The PM dropdown field would use the PM report etc.

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    Jeremy Anson
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  • 3.  RE: Populating a Multiple Choice field from limited data set from a different table

    Posted 02-01-2023 12:33
    No, I'm not trying to do any reporting.  This is all for data entry on the Application Table.
    On the Application Table, I have many fields, 3 of which are:
    1) DE - Text - Multiple Choice
    2) BA - Text - Multiple Choice
    3) PM - Text - Multiple Choice

    Rather than have the users manually type people names into those fields, I have those fields connected to the Project Team table using a Relationship. 
    The Project Team table has these fields:
    1) Name
    2) Email
    3) Role
    However, the only way I see to make the connection is to bring in all names on the Project Team table rather than just the Role I want for each field.

    For example, in the Application table, for the multiple choice field for DE, I want the drop down to only show those names from the Project Team table that have a Role=DE.

    Thanks


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    Jonathan Albert
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  • 4.  RE: Populating a Multiple Choice field from limited data set from a different table

    Posted 02-01-2023 12:52
    @Jonathan Albert  You need to do what Jeremy suggested. 
    Make a report of just those Teams members in the Role = DE.  Then edit the form properties to have the form use that filtered report for the drop down field as opposed to the default "Record Picke fields"​

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Populating a Multiple Choice field from limited data set from a different table

    Posted 02-01-2023 20:11
    Thank you @Jeremy Anson and @Mark Shnier!
    Sorry, I misunderstood the solution when I read it.
    But, you're right, that is exactly what I needed to do and its working great.
    Thanks again!​​​

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    Jonathan Albert
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