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Question

Choices For Selection Field/Look Up Fields

  • September 9, 2021
  • 0 replies
  • 79 views

I apologize in advance for how I try to explain my scenario but hopefully someone can help.

I have 2 tables in my app with a relationship set up.  "Sites" and "Extracts" with Sites being the parent table.  When I enter a record on the Extracts table, I want field Health System to be the field I select from and 5 other fields from the Sites table to populate based on my selection.  This is working except that the Health System field is populating with a choice from a different field until I save the record.  I've attached a document showing what is happening.  I also want the selection list to show different fields in the selection box.

I hope this makes sense and the attachment shows enough details.

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Rachel Miller
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MarkShnierYou
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  • Quickbase Alumni
  • September 9, 2021
np,
There are two ways to control this.  The first thing that you wanna do is go to the advanced properties for the table where these names come from and set up to three record picker fields. The record picker fields are fields that help users pick records!  That should be a housekeeping thing that you do on every single table that you create.

But beyond that you can create any report you like and call it for example "drop down list of active Health Systems".  You can then  include any fields you like and control the sort and also have filters on that report. If you go that route then you set the form properties to use that report instead of the default record picker.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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