Forum Discussion

JonathanAlbert's avatar
JonathanAlbert
Qrew Member
3 years ago

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

Hi I have a table for our Project Team and that consist of 3 Roles: PM, DE, BA.  There are about 100 entries on this table, with fields for Name, Email, Role In my main Application table, I'd like t...
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JeremyAnson's avatar
JeremyAnson
Qrew Cadet
3 years ago
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's avatar
JonathanAlbert
Qrew Member
3 years ago
No, I'm not trying to do any reporting.  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 Choice
2) BA - Text - Multiple Choice
3) PM - Text - Multiple Choice

Rather than have the users manually type people names into those fields, I have those fields connected to the Project Team table using a Relationship. 
The Project Team table has these fields:
1) Name
2) Email
3) Role
However, 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

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Jonathan Albert
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 years ago
    @Jonathan Albert  You need to do what Jeremy suggested. 
    Make a report of just those Teams members in the Role = DE.  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"​

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • JonathanAlbert's avatar
      JonathanAlbert
      Qrew Member
      3 years ago
      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!​​​

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      Jonathan Albert
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