Forum Discussion
Laura_Thacker
7 years agoQrew Captain
You are going to need the following structure for this:
Customer Table
Customer Locations Table (new)
Projects Table
Part Numbers Table
Relationships:
Customers < Locations (new)
Customers < Projects
Projects < Part Numbers
Locations < Part Numbers (new)
Add a Lookup field in the Projects<Part Numbers relationship to pass down the [Related Customer] field value from the Project into the Part Numbers table. Then, in the [Related Location] field, you will make it conditional so that the [Related Customer Record ID#] field value = [Related Customer] in the Locations table; to ensure that only Locations for the Customer assigned to that Project will display in the drop down when adding Part Numbers.
Customer Table
Customer Locations Table (new)
Projects Table
Part Numbers Table
Relationships:
Customers < Locations (new)
Customers < Projects
Projects < Part Numbers
Locations < Part Numbers (new)
Add a Lookup field in the Projects<Part Numbers relationship to pass down the [Related Customer] field value from the Project into the Part Numbers table. Then, in the [Related Location] field, you will make it conditional so that the [Related Customer Record ID#] field value = [Related Customer] in the Locations table; to ensure that only Locations for the Customer assigned to that Project will display in the drop down when adding Part Numbers.