Choose Users for projects
Good morning. I have an Employees Table, and a projects table. I set up a relationship where where 1 employee has many projects. But I need the project to have 2 drop downs - one where I choose a ...
Forum Discussion
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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That helps a ton! I had no idea you could duplicate relationships. Thanks!
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Allison Watson
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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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