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Question

Create a table using a subset of another table to use in conditional drop down

  • May 22, 2017
  • 0 replies
  • 143 views
I have a "Companies" table and a "Contacts" Table. In my "Contacts" table I have a drop down to select the company associated with that contact. I also have a field in my "Contacts" table that is a checkbox to identify that contact as a manager. 

I am trying to create a field where, when I create a new contact, after I select the related company, it will give me a list in my Manager field that is only contacts that are managers and associated with the same company. 

I assumed I would have to create a "Managers" table but am having a hard time doing that from the "Contacts" table using the checkbox.

Very new to QuickBase and may be going about this all wrong.
      This topic has been closed for replies.

      No problem,
      Do not create a new table.  Just make a report called Managers Only used on Drop down list where you have a filter so that it is just managers.  Then do to the form where you have the drop down being selected and on the FORM properties choose that report.  

      Your existing Conditional Drop down will continue to filter for just the Contacts for the company and the Report filter will further filter that down to just Managers.
      • BrianAdamson
      • Author
      • Quickbase Alumni
      • May 22, 2017
      Good I was headed in the right direction in the beginning. I have a report created called Managers. I am still having difficulty populating list with this report. I feel like I am missing something simple.
      • BrianAdamson
      • Author
      • Quickbase Alumni
      • May 23, 2017
      I still can't quite get it. I have a report that has all of my managers. I can't seem to figure out how to populate a list with it.  I have no problem selecting the company when I create a new user. I just can't figure out how to get the filtered list of managers to show as a list.
      Hmm, I thought I posted an response hours ago, but I don't see that it saved.

      I think that you are just overthinking this.

      1. Create a report of all mangers.
      2. Edit the Form properties for that drop down field and tell the form to use that report.

      The field itself will filter just contacts for the Company based on that Conditional Drop down you set up,  and then the managers report will filter that down to just managers.
      • BrianAdamson
      • Author
      • Quickbase Alumni
      • May 23, 2017
      My companies drop down is not conditional. It is just a list of all companies I can choose from my companies table when creating a contact. I am not understanding Edit the Form properties for that drop down field. Guess I am too new to this.
      If you would like one on one you can contact me via the information in my profile.

      But I will try to answer here.

      I suggest that you edit the field properties of the field for Related Contact so that it is conditional on first having chosen the Company.  That will limit the drop down of Contacts to just those from the company.

      Then, you edit the form properties to set the field on the form to use that Managers report.  Contact me via the information in my profile if you want one on one assistance with this. 
      • BrianAdamson
      • Author
      • Quickbase Alumni
      • May 23, 2017
      I think I may have not been clear on my set up. I do not have filtered "Contacts" table on my "Companies" Table. When in my "Contacts" table, adding a new contact, I can select the appropriate company from a list. This is using Related Company. I have created a report that is "Managers Only"

      I would love to have some help with this. Which information should I use?
      My email is best.  I'm down at the Annual QuickBase EMPOWER Convention most of this week.  But we can set up a time by email.
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