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DeepaPrashant1's avatar
DeepaPrashant1
Qrew Assistant Captain
5 months ago

Choosing a parent from a child table

My parent table is "Change Requests" and child table is "Prompts." The prompts tables houses prompts to a chatbot and the Change requests table houses all change requests (bugs found, knowledgebase expansion etc) that stem from prompts that have a negative feedback.

So each prompt could have a change request. I created a Related Change request numeric reference  to link the two tables and a corresponding Change Request (Text (reference proxy) ) and this allows me to look up and choose a parent record to assign the child to.

However, I first need to create the parent record before it shows in the drop down menu of the Change Request (Text (reference proxy)) field. Further, I would like to filter this drop down to only show Change requests related to that particular Bot (as the Prompt table houses data for multiple Bots).

  1. Is there a way to create a new 'Change Requests' record from within the Prompt's table?
  2. I have Prompts collected for two Bots - Is it possible to filter the Change Requests drop down in the Prompts record to only show the Change requests related to that particular bot?

Thanks!

Deepa

 

1 Reply

  • Hi Deepa,

    Based on what you have described here, it seems like you might have more success if you reverse the relationship so that the Prompt is the parent of Change Requests. Is that possible or do you have other technical considerations that are forcing you to use an existing relationship?

    Jeff Richey | Solutions Consultant
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