Conditional Lookup
Hi All, I am working with 3 tables and I have a form with 3 drop downs to connect the record to all 3 tables. I am trying to find a way to get 2 of the 3 fields to auto populate. The field ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendAmber,
What you are describing is a typical and proper setup to assign Employees to Projects.
The Employee ID would be a lookup field from the Employees table along with any other lookup fields you like.
The drop down list of employees can be filtered to only show active Employees, but I'm not understanding your "ask" to have it be filtered for "Active Assignments".
I'm not understanding how the drop down list for Projects could auto populate based on the employee selection since the setup you have looks to be the place where employees are assigned to projects.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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What you are describing is a typical and proper setup to assign Employees to Projects.
The Employee ID would be a lookup field from the Employees table along with any other lookup fields you like.
The drop down list of employees can be filtered to only show active Employees, but I'm not understanding your "ask" to have it be filtered for "Active Assignments".
I'm not understanding how the drop down list for Projects could auto populate based on the employee selection since the setup you have looks to be the place where employees are assigned to projects.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Hi Mark,
I can get the drop downs to reflect what I need ( Active assignments and such)
What I am stuck with is when I select the drop down for the appropriate active assignment, I want to have the fields Employee ID (pulled from the Employee Table) and Project to auto populate.
Essentially I need the record I am creating to also link to those tables and not just the Assignment table.
I hope that makes more sense :)
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Amber Anderson
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I can get the drop downs to reflect what I need ( Active assignments and such)
What I am stuck with is when I select the drop down for the appropriate active assignment, I want to have the fields Employee ID (pulled from the Employee Table) and Project to auto populate.
Essentially I need the record I am creating to also link to those tables and not just the Assignment table.
I hope that makes more sense :)
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Amber Anderson
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- MarkShnier__YouThe way to do that is to add more lookup fields to the relationships, to lookup those values down to the Assignment record.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hey Mark,
I'm not sure I am following.
Currently the Table I have built (Development Table) has a relationship to the Assignment Table, Project Table and Employee Table which is creating 3 drop down fields in order to connect the Development records to the Project Table, Employee Table and the Assignment table.
the first drop down that is filled out is the Assignment Drop Down where the employee name and assignment are selected from the single field.
Once that field is filled out - I am trying to get the field associated with the Project and Employee to auto populate with the project and employee related to the assignment selected.
I can pull that data from the assignment drop down with added lookups from that table, but it doesn't link it to the Project/Employee Tables. Unless I am missing something.
Thank you :)
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Amber Anderson
------------------------------- MarkShnier__YouAh, so we have a 4th table. I was not aware of that.
One way to get the fields on the development record to populate is to use a form rule that says when the
[Related Project] is not equal to the value in the field [lookup of Related Project from Assignments]
Action
Change [Related Project] to the value in the field [lookup of Related Project from Assignments]. That that rule to fire all the time (uncheck the checkbox at the bottom of the form rule)
You would have a similar form rule to populate Related employee.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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