Forum Discussion
GeorgeHambel
2 years agoQrew Trainee
Hey Allison!
You can accomplish this by duplicating your relationship from your parent table Employees to your child table Projects. After this you would do two things...
- Change the reference field of your 1st relationship to be titled "Related Sales Rep", and change the reference field of your 2nd relationship to be titled "Related Project Manager".
- For your drop down lists I would recommend creating a report on your parent table for each. In these reports, filter the first to only show employees in the "Sales Rep" role, and the second to only show employees in the "Project Manager" role. You can then base your record pickers on the reports you just created.
Hope this helps you out!
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George Hambel
Project Manager
Synctivate Inc
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AllisonWatson
2 years agoQrew Member
That helps a ton! I had no idea you could duplicate relationships. Thanks!
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Allison Watson
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- GeorgeHambel2 years agoQrew Trainee
Happy to help!
Duplicating relationships is not always a best practice and other options should be considered prior to doing so, but in your scenario you should be just fine.
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George Hambel
Project Manager
Synctivate Inc
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