Forum Discussion
HansHamm
Qrew Assistant Captain
Matthew I am not working with a developer. Yes, this is exactly what I need to do. It seems that I had done this quite some time ago (4-5yrs) when I first worked with QB, but that was with another group and I just don't remember if I did - then how I did it.
MCFNeil
8 years agoQrew Captain
Option 1:
With 3 layers of this 'self' relationship, the best advice i can give is to have the 'record picker' display 2 things.
1st The level
2nd the name.
Then at least you could have them grouped.
Just to confirm that you have the relationship going, and that each level is basically a child record of the employee level above.
Option 2:
If you have this going, you should be able to make a conditional dropdown, based on a formula field, that shows "next level".
****
What are your 3 levels called? and the fields used to identify again?
With 3 layers of this 'self' relationship, the best advice i can give is to have the 'record picker' display 2 things.
1st The level
2nd the name.
Then at least you could have them grouped.
Just to confirm that you have the relationship going, and that each level is basically a child record of the employee level above.
Option 2:
If you have this going, you should be able to make a conditional dropdown, based on a formula field, that shows "next level".
****
What are your 3 levels called? and the fields used to identify again?