Lookup Fields / Drop down options
So I'm trying to accomplish a couple of things here. First, we install custom closets. So I have a table called "Installations" which is used to schedule the jobs (installs). I have a separate table called "installers" that I use to track our installers. Originally I created this relationship (Installers>Installations) and used a Multiple Choice field that did a "lookup" from the list of installers, and that worked for that immediate need. Now I'd like to be able to generate reports for the installers as to what jobs they worked on, $ value, etc., to track their efficiency.
I can't seem to figure out how to get the list of installers to work so that the information would populate back to the parent field - i.e., I should be able to go to the installer table/record and see a list of all jobs (installs) they were on, but I'm getting zero results. I feel like this should be QB101 but I'm hitting a wall.
Here's a couple of goals:
Some jobs need 2 installers, so I have to duplicate this into a second field so we can assign 2 installers to the same job.
I need to be able to get that installation data back on that installer's record so that I can run reports to see that data.
Nice to have: I mark the installer's status as "active" or "inactive" (for terminations, etc.) so I'd like the drop downs to be conditional based on that status, so I don't see every installer that ever worked for us when selecting them.
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Thanks,
Chris Newsome
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I can't seem to figure out how to get the list of installers to work so that the information would populate back to the parent field - i.e., I should be able to go to the installer table/record and see a list of all jobs (installs) they were on, but I'm getting zero results. I feel like this should be QB101 but I'm hitting a wall.
Here's a couple of goals:
Some jobs need 2 installers, so I have to duplicate this into a second field so we can assign 2 installers to the same job.
I need to be able to get that installation data back on that installer's record so that I can run reports to see that data.
Nice to have: I mark the installer's status as "active" or "inactive" (for terminations, etc.) so I'd like the drop downs to be conditional based on that status, so I don't see every installer that ever worked for us when selecting them.
------------------------------
Thanks,
Chris Newsome
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