Populating a Multiple Choice field from limited data set from a different table

Question

HiI have a table for our Project Team and that consist of 3 Roles: PM, DE, BA.&nbsp; There are about 100 entries on this table, with fields for Name, Email, RoleIn my main Application table, I'd like to have the user assign a PM to the Project Manager field, a DE to the Data Engineer field and a BA to the Business Analyst field.&nbsp; I can use a relationship to bring the entire Project Team table eam listing into each multiple choice dropdown field, but is there a way to only display the Role=PM in the Project Manager dropdown field, only Role=DE to the Data Engineer dropdown field, etc?Thanks------------------------------Jonathan Albert------------------------------

jeremyanson · Answer

If I've understood correctly, I think you'd want to create different reports for each of those roles - a PM report that filters to include only PMs, a DE report for DEs and a BA report for BAs - and then select the appropriate report in the form settings for each dropdown. The PM dropdown field would use the PM report etc.

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Jeremy Anson
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jonathanalbert · Answer

No, I'm not trying to do any reporting.&nbsp; This is all for data entry on the Application Table.On the Application Table, I have many fields, 3 of which are:1) DE - Text - Multiple Choice2) BA - Text - Multiple Choice3) PM - Text - Multiple ChoiceRather than have the users manually type people names into those fields, I have those fields connected to the Project Team table using a Relationship.&nbsp; The Project Team table has these fields:1) Name2) Email3) RoleHowever, the only way I see to make the connection is to bring in all names on the Project Team table rather than just the Role I want for each field.For example, in the Application table, for the multiple choice field for DE, I want the drop down to only show those names from the Project Team table that have a Role=DE.Thanks------------------------------Jonathan Albert------------------------------

markshnier__you · Answer

@Jonathan Albert&nbsp; You need to do what Jeremy suggested.&nbsp; Make a report of just those Teams members in the Role = DE.&nbsp; Then edit the form properties to have the form use that filtered report for the drop down field as opposed to the default "Record Picke fields"​------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

jonathanalbert · Answer

Thank you @Jeremy Anson and @Mark Shnier!Sorry, I misunderstood the solution when I read it.But, you're right, that is exactly what I needed to do and its working great.Thanks again!​​​------------------------------Jonathan Albert------------------------------

Forum Discussion

Populating a Multiple Choice field from limited data set from a different table

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