Forum Discussion

JENNIFERPASCHAL's avatar
JENNIFERPASCHAL
Qrew Trainee
5 years ago

dynamic dropdown (report link)

Hello,

I need to create a table in my app that has a mapping of contacts to business unit so that in my main table Requests, the user can select a business unit and the matching contact will be populated. There are some business units that have more than one person assigned, and I would like for those to show the user a dropdown of those specific users for them to choose from. So for example:

Sales - Jennifer
Marketing - Paige
Marketing - Matt


Please see attached screenshots for desired functionality. How would I go about this?

------------------------------
Thanks in advance,
Jennifer Paschal
------------------------------
Relationships
Tables and fields
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    This can be done,  but you need to drive this from table choices of Contacts from a relationship and not just the down and dirty multiple choice field types.

    You will need a table of contacts and a column here for the business unit.

    Then make a relationship between your "Table" and the contacts and look for the check box to make this choice conditional .....

    Post back if you get stuck and also let me know if you have a ton of existing data. If here is little data just use Grid Edit to update the new field fore the contact which will be the lookup, to what I assume is now just a multiple choice field.

    Here is a Help article on Conditional Drop Down, sometimes called CDD. https://help.quickbase.com/user-assistance/conditional_dropdowns.html


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • JENNIFERPASCHAL's avatar
      JENNIFERPASCHAL
      Qrew Trainee
      5 years ago
      Hi Mark -

      I got this to work! I got an ask to make the contact field multi select. i.e. bringing back my previous example with some changes

      Sales - Jennifer
      Marketing - Paige
      Marketing - Matt
      Marketing - Laura

      If I choose Marketing I was to choose one or more from my options that are showing (Matt, Paige, Laura). How would I go about setting that up?


      ------------------------------
      Thanks in advance,
      Jennifer Paschal
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        So if I understand you are creating request records. And you want to assign a contact to that request record. 

        Truthfully the easiest way to do that is to copy your current relationship where you are selecting a contact and just have two fields for contact one and contact to. Or perhaps duplicate it again and have contact three. 

        If you copy the field for related contact it will also copy the relationship.  

        If you want you can then have dynamic form rules that only open up the slot for the second contact when the first one is chosen, and only opens up the slot for the third contact when the second one is chosen. That would keep the form tidy.

        If you look up the user ID is from all three relationships you can make a combined list user field which would combine them all that can be useful for reports being filtered on requests assigned to he current user.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------