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Question

Filtering drop down options

  • August 23, 2021
  • 0 replies
  • 44 views
I have three tables that are related in the following way:

Contacts
Outlets
Writer Outlets

"Contacts" is a Parent Table to "Writer Outlets"
"Outlets" is a Parent Table to "Writer Outlets"

The "Writer Outlets" table was created to connect/associate Contacts and Outlets. This table works how it's supposed to. If you go into a Contacts record, you can see all associated Outlets and vice versa.

There is a fourth table, "Outreach", where I'm trying to create a form to keep track of outreach for specific Outlets. Because an Outlet may have multiple Contacts associated with it, I'd like to be able to select the Outlet and then have the list of Contacts filter based on the Outlet selected so that our team can record the Outlet that was contacted and the individual person that was contacted at the Outlet.

I need assistance with creating the relationships for the Outreach table.






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Chelsea Giacchi
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This topic has been closed for replies.

MarkShnierYou
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You have

Contacts < Writer Outlets > Outlets < Outreaches 

I think what you want is this

Contacts < Writer Outlets > Outlets < Outreaches > Writer Outlets


So create a new Relationship where One Writer Outlet has many Outreaches.

Then on the Outreach relationship field called  [Related Writer Outlet], set  the field properties for that field to be "Conditional".  so that after selecting [Related Outlet]
only show choices where that field equals [Related Outlet] of the Writer Outlet records.

... that should work, post back if you get stuck.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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