Forum Discussion
CharlotteM
8 years agoQrew Assistant Captain
Yes, I see that now. That one is fixed.
Here is another version of this same problem, with a different setup from a programmer's POV, but the same in the Users eyes. It works differently.
Suppose I start with an Activity, which has a related Company and Contact.
On the Add Activity form I have a conditional dropdown so that I can only see the contacts related to the company if I pick the company first. That works great.
Now, suppose the company doesn't exist yet.
I have more than 1000 companies, so QuickBase forces the company picker. The user does browse, doesn't see it, and clicks Add Company from within the picker window. The company can be added. Now, when the user picks Add Contact at this point from the button at the bottom of the Add Company form, QuickBase closes the Add Company window and returns to Add Activity. You can't use the "Add Contact" button from the Add Company form when you get to it through the picker.
And, since the Contact dropdown in the Add Activities form is conditional on the Company, there are no Contacts in the dropdown list. If you try to Add a contact, you can do it, but you have to go back and choose the new company you just added.
Is there a way I can tell it that the contact I'm adding should be connected to the company i just added. It seems to lose the company when adding a contact, if I got to the company through the picker.
The picker.... is picky.
Here is another version of this same problem, with a different setup from a programmer's POV, but the same in the Users eyes. It works differently.
Suppose I start with an Activity, which has a related Company and Contact.
On the Add Activity form I have a conditional dropdown so that I can only see the contacts related to the company if I pick the company first. That works great.
Now, suppose the company doesn't exist yet.
I have more than 1000 companies, so QuickBase forces the company picker. The user does browse, doesn't see it, and clicks Add Company from within the picker window. The company can be added. Now, when the user picks Add Contact at this point from the button at the bottom of the Add Company form, QuickBase closes the Add Company window and returns to Add Activity. You can't use the "Add Contact" button from the Add Company form when you get to it through the picker.
And, since the Contact dropdown in the Add Activities form is conditional on the Company, there are no Contacts in the dropdown list. If you try to Add a contact, you can do it, but you have to go back and choose the new company you just added.
Is there a way I can tell it that the contact I'm adding should be connected to the company i just added. It seems to lose the company when adding a contact, if I got to the company through the picker.
The picker.... is picky.