Conditional Dropdown - from one contact to many

Question

I have three tables - Company, Employee, and Activity.

Each Activity relates to only one Company, and each Company can have many Employees.

I have a conditional dropdown in the Activity screen so that when you choose a Company for an Activity, you then can see all that Company's Employees, and pick one to relate to your Activity.

OK, but now they want to be able to choose multiple Employees from that Company, not just one. I want to be able to pick multiple Employees from the Conditional Dropdown, not just one, and I want the email addresses associated with those Employees to be stored in a text field, preferably separated by semicolons, so I can put the entire string in the body of a Calendar invite (which I'm already creating, that part is done), and the user can then copy and paste that string into the Attendees field in the invitation to invite all the people in the Employee list to the Activity.

Is this possible? I'd like info on how to allow the user to choose multiple Employees in the conditional dropdown Employee field, and how to create the field with all the matching Employee email addresses.

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Charlotte
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MarkShnierYou · Answer

You will need to create another table called activity contacts.

One activity has many activity contacts.
One contact has many activity contacts.

You can still get the Conditional drop down to work so that when you go to add an activity contact launching off the Activity record, the only contacts that are offered will be those from the correct company.

Once you get that working, You will be able to create a formula field called [email in text format] On the activity contact record with simply converts the email address into a text field

Then once you have that working you can use a combined text summary field to summarize the email addresses in text format up to the activity record.

Then if you want to convert that to a semicolon to limited field you can use the formula field to change the combine text summary field into a plain text field.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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