Dropdown selection for a record
How can associate a primary record to another related secondary record using a list of primary records each with a drop down list of available secondary records? We have a series of orders in our s...
Forum Discussion
You can use "conditional dropdowns" to make sure the Items select only the Delivery Notes related to that Order.
Tables:
1) Orders
2) Items
3) Delivery Notes
Relationships:
1) 1 Order has many Items (you already have this)
2) 1 Order has many Delivery Notes
3) 1 Delivery Note has many Items
Setting up the conditional dropdown:
- In the Items table, there would be a field like [Related Delivery Note], which would be the Reference Field i Relationship #3 (1 Delivery Note has many Items).
What you want to do - is to go into the field settings for [Related Delivery Note]:
1) under Reference field options - go to Conditional values
2) check the box for The values in this field depend on a selection in another field
3) A selection in Items: Related Order
Shows choices where
"Items: Related Order" = Delivery Notes: Related Order
This ensures that when you open up the dropdown for Delivery Notes next to each Item - both of them are related to the exact same Order (since Related Order for both of them would be equal).
More info available in the online help on conditional dropdowns:
https://help.quickbase.com/user-assistance/conditional_dropdowns.html
Tables:
1) Orders
2) Items
3) Delivery Notes
Relationships:
1) 1 Order has many Items (you already have this)
2) 1 Order has many Delivery Notes
3) 1 Delivery Note has many Items
Setting up the conditional dropdown:
- In the Items table, there would be a field like [Related Delivery Note], which would be the Reference Field i Relationship #3 (1 Delivery Note has many Items).
What you want to do - is to go into the field settings for [Related Delivery Note]:
1) under Reference field options - go to Conditional values
2) check the box for The values in this field depend on a selection in another field
3) A selection in Items: Related Order
Shows choices where
"Items: Related Order" = Delivery Notes: Related Order
This ensures that when you open up the dropdown for Delivery Notes next to each Item - both of them are related to the exact same Order (since Related Order for both of them would be equal).
More info available in the online help on conditional dropdowns:
https://help.quickbase.com/user-assistance/conditional_dropdowns.html