One set of permissions does not allow viewing of all records. So the user must enter an account number to pull of the data. However, Admins are permitted to see all records, and if using a form, I would like them to have a drop-down option or even the list option to locate a customer.

It sounds like you want users to be able to directly key the account number if they know it, or else look it up using a drop down list (if they have Admin Permission level) No problem,Make a formula numeric field for the reference field on the relationship as the final relationship.So you will have your existing relationship, but do not pull any lookup fields (nor make any summary fields) from that Relationship.Then make a new relatioonship and for tyhe rerfence field on the right hand side use a fomrmula field likeIF([Account # (direct entry)] >0, [Account # (direct entry)], [Related Account #])ie have a formula to use either the direct keyed account or the lookup account from the drop down list.

Make a formula numeric field for the reference field on the relationship as the final relationship."Am I creating a second relationship?

Yes a 2nd relationship which will be the one that you will use for any lookup fields or summary fields.

Bare with me... The new field should be created on the Parent or Child table, and I enter the code after the relationship is created?

no problem, I often rush with my answers so they are not as detailed as they could be.The new field will be on the child side. Make the new formula field first field first and it would look something like thisIF([Account # (direct entry)] >0, [Account # (direct entry)], [Related Account #])but I don't know what your fields names actually are or if that field account # field is numeric or text .....Then make the 2nd relationship, but rather than letting Quick Base make a new field for you called [Related Account], use the formula field.

Can I have a text entry customer-lookup and a related-customer drop-down in the same table regarding the same relationship?

26 Replies

KellyBianchi
Qrew Assistant Captain
7 years ago
No. That is why I am creating this relationship, because I needed a drop-down option.
QuickBaseCoachD
Qrew Captain
7 years ago
1. You need to have a traditional drop down relationship.

2. You need to have a field to enter the account number directly.

3. You need to have a relationship where the reference field on the right hand side is a formula field which will calculate to either the [Enter Account#] value or the value from the drop down list.
KellyBianchi
Qrew Assistant Captain
7 years ago
So all I needed to do was create a normal relationship, and then update the code in my entry field to pull information from one source or the other?
QuickBaseCoachD
Qrew Captain
7 years ago
YES! I can see the glare from the 200 watt light bulb that just lit up for you .. all the way up to here in Canada.
KellyBianchi
Qrew Assistant Captain
7 years ago
Hahaha... I had to put on some shades! I finally got around to finishing it up, and updating the rules to make sure everything works, and it does! Thanks, Mark!
- QuickBaseCoachD
  Qrew Captain
  7 years ago
  I'm glad we got there! I know its a journey at the beginning to have things "click" in your head. I was there once too.

Forum Discussion

Can I have a text entry customer-lookup and a related-customer drop-down in the same table regarding the same relationship?

26 Replies

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