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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Conditional Drop Down Help

Trying to solve another issue and not quite sure how to pull this data.

 

I have a Company Table

I just created a Sectors Table.  A Company has many sectors.

 

The idea here is some of our clients have distinct operating brands.  For example one company we do a lot of business with, Compass Group, has many different operating brands under it such as Eurest Dining Services, Chartwells, FLIK, etc.  These are not really true ?companies? as they all fall under Compass Group.  So I want to be able to individually report based on the sector we are doing business with hence why I created this field.

 

My first challenge is with Contacts.  A Company can have many contacts.  However, each contact can only belong to one Sector.  So lets say one of my clients Mona Tagliaferro works for Compass Group under Eurest Dining Services.  I want to be able to select the sector she belongs to in a dropdown that is conditionally set by the sectors belonging to her company.
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  • XavierFan's avatar
    XavierFan
    Qrew Cadet
    6 years ago
    You can set up a conditional dropdown setup as follows:

    Tables:
    - Companies
    - Sectors
    - Contacts

    Relationships:
    - 1 Company has many Sectors
    - 1 Sector has many Contacts
    - 1 Company has many Contacts

    To set up the conditional dropdown, go to the Contacts table:

    1)  Edit the field [Related Sector] - which is the reference field for the Sectors -> Contacts relationship
    2)  Go to Reference field options => Conditional values
    3)  Check the checkbox for "The values in this field depend on a selection in another field"

    A selection in "Contacts: Related Company"
    Shows choices where
    "Contacts: Related Company" = "Sectors: Related Company"

    Now, when you add a Contact, first you will select a Company, and then only the Sectors for that Company will be available for you to select.

    Hope this helps!
    • IvanWeiss's avatar
      IvanWeiss
      Qrew Captain
      6 years ago
      Thanks, I was confused on the conditional location.  I was looking on the Sector Name field and not the related Sector field.  That is where it showed!