Adding multiple child records to a parent record

Hi Kevin 

I understand you have [RFQ]<[Related RFQ]

In the [RFQ] table you need to have a Field to select the active or closed RFQ.

Then you need to add a lookup fiend in you [Related RFQ] table to bring the [Active/Closed] Field you created.

Then you use the set up of the Drop-Down Field .










In the conditional values you select the look up  [Active/Closed] Field you created.

Good luck

Hi, many thanks for your response but i'm not sure i understand?

My two tables are 'RFQ' and 'CONFIGURATIONS' with a many to one relationship 'CONFIGURATIONS' to 'RFQ', so, the [Related RFQ] field sits in the CONFIGURATIONS table.

There will be multiple open/active RFQ's but when i'm working on a particular RFQ record and selecting CONFIGURATIONS to add to it the only available choice in the [Related RFQ] dropdown needs to be the current RFQ record.

Additionally, when i'm selecting records in the CONFIGURATION table, since there is no link to the RFQ table (yet) i cannot use a lookup on an Active/Closed field as it does not know which RFQ i'm working on?

You have two tables [RFQ] and [CONFIGURATIONS]

 the [related RFQ] Field is place in the table [CONFIGURATIONS]

[RFQ] <  [CONFIGURATIONS] ( one [RFQ]  to many [CONFIGURATIONS] )


If [CONFIGURATIONS]  is a child record of  [RFQ] and you are using a grid edit report into the table [CONFIGURATIONS] to create a new RECORD, so the system asks you for the parent record, this will be the [related RFQ]. At less you set up this conditional values I told you before, the system will offer you all the RFQ. If I am not wrong you are running this report in the child record table, and you did not tell the system, not yet, which one is the parent record, so the system asks you.


can you share a shot-screen with this grid-edit report you talk about?

Why don't you try to add the child record directly from the table [RFQ]? it would be easier, and the Configurations record will be already connected to the parent.

I do not think you are understanding the issue, or, more likely, i am explaining it badly! There can be no connection between the two tables until a child CONFIGURATION record is added. When working on the CONFIGURATION records I need to be able to add multiple records in one hit, which i can do of course but there is a risk that the CONFIGURATION records could be attached to an incorrect RFQ (since i can select any existing RFQ. Many RFQ's could be valid but i want to limit the choice to the one i'm currently working on..

Those records are not connected to any Related RDQ

Is anyone out there able to help me with this?

Are you using a URL formula to create those multiple records?

Or are you just creating new records since de gril edit report?

The multiple child records already exist. I just want to relate them to the parent record. I cannot pass any active/inactive status back to the parent table prior to the child record(s) being attached?