How can associate a primary record to another related secondary record using a list of primary records each with a drop down list of available secondary records?
We have a series of orders in our system. Each order consists of a number of items. Each order can also have a set of delivery notes to which an item must be assigned.
I would like to display the list of items and next to each item should be a drop down with the relevant delivery notes to assign it to.
Is this possible?
thank you
Question
Dropdown selection for a record
This topic has been closed for replies.
+14Sounds like you just need a relationship between your Order Items and the Order Notes; so you can associate specific notes with individual items.
Order Notes < Order Items
This assumes only 1 Order Notes is applicable to an individual Order Item
Order Notes < Order Items
This assumes only 1 Order Notes is applicable to an individual Order Item
You can use "conditional dropdowns" to make sure the Items select only the Delivery Notes related to that Order.
Tables:
1) Orders
2) Items
3) Delivery Notes
Relationships:
1) 1 Order has many Items (you already have this)
2) 1 Order has many Delivery Notes
3) 1 Delivery Note has many Items
Setting up the conditional dropdown:
- In the Items table, there would be a field like [Related Delivery Note], which would be the Reference Field i Relationship #3 (1 Delivery Note has many Items).
What you want to do - is to go into the field settings for [Related Delivery Note]:
1) under Reference field options - go to Conditional values
2) check the box for The values in this field depend on a selection in another field
3) A selection in Items: Related Order
Shows choices where
"Items: Related Order" = Delivery Notes: Related Order
This ensures that when you open up the dropdown for Delivery Notes next to each Item - both of them are related to the exact same Order (since Related Order for both of them would be equal).
More info available in the online help on conditional dropdowns:
https://help.quickbase.com/user-assistance/conditional_dropdowns.html
Tables:
1) Orders
2) Items
3) Delivery Notes
Relationships:
1) 1 Order has many Items (you already have this)
2) 1 Order has many Delivery Notes
3) 1 Delivery Note has many Items
Setting up the conditional dropdown:
- In the Items table, there would be a field like [Related Delivery Note], which would be the Reference Field i Relationship #3 (1 Delivery Note has many Items).
What you want to do - is to go into the field settings for [Related Delivery Note]:
1) under Reference field options - go to Conditional values
2) check the box for The values in this field depend on a selection in another field
3) A selection in Items: Related Order
Shows choices where
"Items: Related Order" = Delivery Notes: Related Order
This ensures that when you open up the dropdown for Delivery Notes next to each Item - both of them are related to the exact same Order (since Related Order for both of them would be equal).
More info available in the online help on conditional dropdowns:
https://help.quickbase.com/user-assistance/conditional_dropdowns.html
thank you for your help. That works but means updating one record at a time. My ideal solution was to have a list (report?) of items and to select the delivery note from a dropdown field inside the list (one per item) so it could be processed quickly and efficiently. Doing it one record at time would be too time consuming.
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