Forum Discussion
NirajShah4
5 years agoQrew Cadet
I can try!
On an event record, the customer adds a "Plan" where they need to be able to identify one or more "focus areas" that the plan and the event are associated with via the textlist dropdown.
Back on the event record, the customer also adds "Activities" where they need to be able to choose from the the "focus areas" that were initially selected in the plan. They need to be able to choose as many of those previously selected "focus areas" for any one Activity.
Basically, they want to be able to choose focus areas within the plan but then associate those selected focus areas to the activities that they add to the event.
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Niraj Shah
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On an event record, the customer adds a "Plan" where they need to be able to identify one or more "focus areas" that the plan and the event are associated with via the textlist dropdown.
Back on the event record, the customer also adds "Activities" where they need to be able to choose from the the "focus areas" that were initially selected in the plan. They need to be able to choose as many of those previously selected "focus areas" for any one Activity.
Basically, they want to be able to choose focus areas within the plan but then associate those selected focus areas to the activities that they add to the event.
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Niraj Shah
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BlakeHarrison
5 years agoQrew Captain
So, it sounds like you need some additional structure to accommodate what you're trying to accomplish. Here's how I would approach it:
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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- Remove the Focus Areas Multi-Select Text and create a separate table.
- Create a new table for Plan Areas, which will be a child to Plans and Focus Areas
- Setup the the Plan so that the user sees a list of all Focus Areas, with a button next to each to add that Focus Area to the current Plan by creating a Plan Area record in the background.
- Setup a relationship between Events and Plan Areas where Plan Areas is the Parent and the drop-down is conditional on the Plan.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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