Create a table using a subset of another table to use in conditional drop down

Question

I have a "Companies" table and a "Contacts" Table. In my "Contacts" table I have a drop down to select the company associated with that contact. I also have a field in my "Contacts" table that is a checkbox to identify that contact as a manager.

I am trying to create a field where, when I create a new contact, after I select the related company, it will give me a list in my Manager field that is only contacts that are managers and associated with the same company.

I assumed I would have to create a "Managers" table but am having a hard time doing that from the "Contacts" table using the checkbox.

Very new to QuickBase and may be going about this all wrong.

quickbasecoachd · Answer

No problem,Do not create a new table. &nbsp;Just make a report called Managers Only used on Drop down list where you have a filter so that it is just managers. &nbsp;Then do to the form where you have the drop down being selected and on the FORM properties choose that report. &nbsp;Your existing Conditional Drop down will continue to filter for just the Contacts for the company and the Report filter will further filter that down to just Managers.

brianadamson · Answer

Good I was headed in the right direction in the beginning. I have a report created called Managers. I am still having difficulty populating list with this report. I feel like I am missing something simple.

brianadamson · Answer

I still can't quite get it. I have a report that has all of my managers. I can't seem to figure out how to populate a list with it. &nbsp;I have no problem selecting the company when I create a new user. I just can't figure out how to get the filtered list of managers to show as a list.

quickbasecoachd · Answer

Hmm, I thought I posted an response hours ago, but I don't see that it saved.

I think that you are just overthinking this.

1. Create a report of all mangers.
2. Edit the Form properties for that drop down field and tell the form to use that report.

The field itself will filter just contacts for the Company based on that Conditional Drop down you set up, and then the managers report will filter that down to just managers.

brianadamson · Answer

My companies drop down is not conditional. It is just a list of all companies I can choose from my companies table when creating a contact. I am not understanding Edit the Form properties for that drop down field. Guess I am too new to this.

Forum Discussion

Create a table using a subset of another table to use in conditional drop down

Related Content

Moving Fields from One Table to Another

Conditional formula url

AI Smart Builder for Creating Apps and Streamlining Pipelines

Embedded Grid Edit Report Pre-filtered Conditional Dropdown

Check one field for multiple conditions