Forum Discussion
EvanMartinez
3 years agoQuickbase Staff
Hi Matt,
If you are looking to be able to select multiple Trades and assign them to your records and be able to apply a filter based on other values in your field your best bet is to actually create what is known as a many to many relationship. This would mean your table you currently have your multi select on and your Trades would both be set up as a parent of a middle table called Trade Assignments, then because that table sits in the middle you can set up the record picker coming from Trades with a custom report where you can control what filters you want to use to dictate what records should show up. This way the list can change as the reporting does but will also still keep any historic values. When I do this I tend to just set up the embedded report from the child table to be a grid editable report. It takes a little extra work to get it set up but does allow the level of filtering you are looking for.
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Evan Martinez
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If you are looking to be able to select multiple Trades and assign them to your records and be able to apply a filter based on other values in your field your best bet is to actually create what is known as a many to many relationship. This would mean your table you currently have your multi select on and your Trades would both be set up as a parent of a middle table called Trade Assignments, then because that table sits in the middle you can set up the record picker coming from Trades with a custom report where you can control what filters you want to use to dictate what records should show up. This way the list can change as the reporting does but will also still keep any historic values. When I do this I tend to just set up the embedded report from the child table to be a grid editable report. It takes a little extra work to get it set up but does allow the level of filtering you are looking for.
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Evan Martinez
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