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BobWagstaff's avatar
BobWagstaff
Qrew Trainee
9 years ago

Populating form field with selected values from shared field

I'm in my evaluation period and have a question.  I've built a Company and Contact table and related them.  The Company table includes a field - Company Type.  All good.  Now I'm working on another form (say Form A/Table A) which will collect information on a Company but only for a particular Company Type.  In Form A, I have a Company Field and set the input to that field as the Company Name from the Company table.  However, I only want to see Company Names that have a specific Company Type.  There will be only one record for each Company in Table A.

My background is more Access so I'm still trying to unwrap my mind from those particular conventions.

Thanks.

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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    OK, so progress.

    As  for the issues with fields, you are typically far better to have extra fields than to have extra tables and have different tables for Companies in different Company Types.  

    One solution is to use form rules and open up sections of the form based on the company type.  You will need to put the common fields at the top of the form in a common section, and then have a section open up for say the Cat specific fields based on a form rule that says

    When  Company Type is Cat, 
    Show Section Cat

    Not that data entry fields many not be on form twice, so that is why you need to contrive the field layout to have the common fields like name and address and phone in a common section.