I'm triyng to create a drop down that will do one of two things. The Field is named Payee. The two options in this drop down field are "Client" and "Vendor". If the Payee is Client, the process stops there. if the Payee is Vendor, I want another drop down to populate from my Vendors Table. I'm not quite sure how to set that up.

One way to do this: Say the [Payee] field is located in the "Payments" table. You'll need a relationship from your Vendors table to the Payments table - "Vendors" would be the parent table. Relationship: 1 Vendors has many Payments From that Vendors table - you'll have the [Related Vendor] field, and a reference proxy field such as [Vendor Name]. So on the Payments form - you add a dynamic form rule If [Payee] is equal to the value "Vendor" Show [Vendor Name]. This displays the [Vendor Name] dropdown when [Payee] = "Vendor", otherwise it hides it. So if [Payee] = "Client" - you're done. [Vendor Name] remains blank. If [Payee] = "Vendor", then you can select from the [Vendor Name] dropdown.

Can we have a conditional drop down from within the same table?

You would have to describe your situation with a little more detail.

I have field Development Type, which has three values to choose from. These are long descriptions. Then I have a Development Code field in the same table. These are two letter codes corresponding to Dev Type. For example, a refurbishment is always known as RR and extension is RE. What I want the user is to select the dev type and the dev code shows the right code for that. In MS Access, I could achieve it without having to save a table.

You would either have to do that with a form rule, which obviously only works in forms, and not grid edit, or else just make the second field to be a pure formula field based off the data entry in the first field.

Conditional Drop Down Set Up | Qrew Discussions

16 Replies

ArshadKhwaja
Qrew Commander
8 years ago
Mark sorry to bother you on this. If I have three fields and first determines the drop down on the second and the second field determines the drop down on the third, do iIneed one table table to hold these drop downs or would there be three separate tables and these will be then be looked up from let us say projects table when someone is setting up a project. As an example, if category is PNP and the Dev Type is 'New', Refurbishment', extension, Dev Codes are corresponding value for New = N, Refurbishment = RR etc.

In the attached screenshotI have shown the relationship. As I have existing data in projects table, in the proposed set up would I need to re allocate new values?
- QuickBaseCoachD
  Qrew Captain
  8 years ago
  I think that we would would need to deal one on one with this detail level of question.
  - Anne-ClaireMark
    Qrew Trainee
    5 years ago
    Hi. Resurrecting this question...
    We are similarly trying to have cascading dropdown menus - many identical entries on a single form to avoid going to a record creation window each time.
    Is it really not possible to use a table to populate a dropdown menu without creating a connection between the elements of the dropdown and the individual records? This seems like a basic data entry scenario.
    
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    Anne-Claire Markle
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- ArshadKhwaja
  Qrew Commander
  8 years ago
  OK no pobs.

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Conditional Drop Down Set Up

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