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Question

Conditional Drop Down of Child Records based on Dates

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Hi,

I am not sure on how to accomplish this and I am very open to out of the box ideas.  

I have a parent table called measures that has a start and end date for that measure.  I have a child table called Projects that has a date field called start date.  I would like to see a conditional cascading drop down of measures on the project form for the user to pick where that measure's start and end date are between the Project's start date.  From what I can tell in the Related Numeric Reference the conditional values has to be equal not <>.

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  • DonLarson
  • Qrew Cadet
  • November 8, 2024

Lija,

You described this:

So if you have a Project, when you edit it and change the Related Measure field, you want to see Start Date End Date   to be able to relate the tables.

The way I would do this is to make a report in the Measures Table called Record Picker Projects.   I would put only those two fields in the report and sort it high to low by Start Date.

 

In the form in the Projects table, set that report to be used for Data Entry

 

MarkShnierYou
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I believe I have a way to do this but it would require about an hour of consulting time to solve this on a zoom meeting together.  

The user would be on a child record and would push the magic button which would save the record, redisplay it in edit mode, and set up a user focus on that project record for the current user  

Then the related measure for would be set to be editable and would be able to only offer measures that are valid according to whatever date rules you want to apply from the focus project record.  The steps are little too complicated to describe here but we could get it done with an hour of consulting time. If you want to pursue this together contact me directly by my email 

Mark Shnier

Your Quickbase Coach

mark.shnier@gmail.com

Mark Shnier. Your Quickbase Coach
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