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RoxanneZiegler's avatar
RoxanneZiegler
Qrew Assistant Captain
6 months ago

Table for activities

I have an excel spreadsheet with name of company and then up to 75 activities from one particular company, then it's price

My task is when the user uses a pull down menu to pick the activity the other fields fill in automatically. So if they pick Amigo Parasailing the price auto populates and then there will be another field that would say # of people and then a field that would total # of people by the Cost of the activity. 

Example 

amigos (company) and amigos has 65 different activities

Para sailing 100.00

Razor 250.00 

Scooters  1 hr - 25.00

Scooter 2 hr - 20.00

Aries (Company)

Glass bottom boat - 15.00 

Double parasail - 100.00

I might have about 50 Vendors with 600 activities in total 

 

I first uploaded the spreadsheet into the table but that didn't work. I used dropdown as a field for the activity and vendor - then I am thinking does it all have to be in one field - vendor, activity and cost? But then I would not be able to multiple by number of people. Is the only way to do this is through form rules -I hope not hahaha 

I appreciate all your suggestions

Forms

3 Replies

  • Denin's avatar
    Denin
    Qrew Captain
    6 months ago

    I think what you're looking for is this:

    How to add Cascading Dropdowns

    Based on your sample spreadsheet, what you would want to do is have multiple tables: e.g., one table for vendor, and one table for activity, and maybe cost is part of the same record as activity. Then you create a relationship each vendor has many activities (parent -> child).

    Next on your form you add all the related fields and visit the field settings. For the "Related whatever" fields and selec the "this depends on a previous selection" option. For example, activity depends on the vendor selection. This will make it so to select an activity, you must first select a vendor, and the activities will be filtered to the vendor selected. And any extra data like price will autopopulate if it's on the same record.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 months ago

      If we make the assumption that you're trying to do is fill out a form for a booking for a particular client and you want to pull down the current price then you're going to do a look up down into that booking record. In fact, the booking record probably has something like one booking has many booking activities. 

      But what I wanted to point out is the use of what is called the snapshot field. You will want to look up the current price of the activity and it's my practice is to suffix that look up field with the phrase  (lookup).  Then you create a new field of the same type of field as the lookout field, in this case numeric currency, and then at the bottom of the field properties, you set that to be a snapshot field based on that look up field. That way you freeze the price at the time of the booking and as the prices may change in the future, you don't want your historical record suddenly reprising themselves.

      Please feel free to post back if you have any more questions about the relationships in your app or the use of snapshot fields. 

       

       

  • RoxanneZiegler's avatar
    RoxanneZiegler
    Qrew Assistant Captain
    5 months ago

    Hi, thanks for the response - we are trying to go in a different direction - I didn't think it would be that much work. So thanks again - I just posted a new problem :)