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Question

Populating a Multiple Choice field from limited data set from a different table

  • February 1, 2023
  • 0 replies
  • 83 views

Hi
I have a table for our Project Team and that consist of 3 Roles: PM, DE, BA.  There are about 100 entries on this table, with fields for Name, Email, Role
In my main Application table, I'd like to have the user assign a PM to the Project Manager field, a DE to the Data Engineer field and a BA to the Business Analyst field.  I can use a relationship to bring the entire Project Team table eam listing into each multiple choice dropdown field, but is there a way to only display the Role=PM in the Project Manager dropdown field, only Role=DE to the Data Engineer dropdown field, etc?
Thanks

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Jonathan Albert
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  • Quickbase Alumni
  • February 1, 2023
If I've understood correctly, I think you'd want to create different reports for each of those roles - a PM report that filters to include only PMs, a DE report for DEs and a BA report for BAs - and then select the appropriate report in the form settings for each dropdown. The PM dropdown field would use the PM report etc.

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Jeremy Anson
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