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Question

Auto select a conditional(filtered) dropdown based on selection of another dropdown

A user has to select the company to do business with from a dropdown (related Hauler table).
The Contact table is related to the Hauler table. The Contact table has multiple contact information i.e. such as Billing, Dispatch, Admin & so on.
In this application, how can the Contact be auto-selected for the Dispatch contact information whenever the Hauler is changed.
The Hauler can change depending on the agreement.
First attempt was to use JQuery to locate the Dispatch RID (using the already user selected Hauler information) then API_EditRecord to update Related_Contact field but an errcode = 2 (invalid input) & errdetail of "Sorry you can't provide both the rid & key...".
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  • DonLarson
  • Qrew Cadet
  • January 30, 2021
Gabe,

It is a two part solution.   Build a conditional against the Related Contact so that only Contacts for the Company can be selected.

The second part is to build a Record Picker report where you filter Contacts to show Related Contract Type =  XX where XX is the value for the Dispatch.  Then specify on the form that "Record Picker Dispatch"  or whatever you call it is to be used.

Here is a screen shot of setting the report in a form.

z


You might think about expanding the logic in Record Picker for example  Contact Status = Active.  This way as Contacts come and go from the Company, your report is dynamically correct.

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Don Larson
Paasporter
Westlake OH
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