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Question

Multiple Conditions for a reference field

  • June 14, 2017
  • 0 replies
  • 158 views
Okay guys, this one is giving me a hard time. I have a many to many relationship built in (with use of a buffer table)

Table 1 - Vendors

Table 2 - Assignments

Table 3 - Claims

Vendor -E Assignments
Claim -E Assignemnts

This works perfectly. Now, the only issue I am having is that the "Vendors" Dropdown gives me a list of all of the vendors, when I would like to break it down by "State" and "Vendor Type"

I know I can check the box to filter out that dropdown based on one condition. Is there any way to have it be 2 conditions? 

Thanks guys/Gals!
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      • MCFNeil
      • Registered
      • June 15, 2017
      MANNY, how you been?  Sorry, its taken me 13 hours to answer this.

      You will want to make sure your Vendors are connected to a "State", and that the Claim also has a "State" that match exactly.  Then if the claim has the "Type" that you are using for the other conditional behavior you will combine those both into a formula text field.  

      Basically, you will have 2 formula text fields that have identical outputs.

      [State]&"-"&[Type]

      One field will be on the claim and one will be on the Vendor.  Then make the conditional value be dependent on the formula field you just made.

      Let me know if that make sense.
      • JanaeRadtke
      • Registered
      • June 15, 2017
      Not quite, there is only one tie to claims (Technically 2 cause its many to many), there are about 6 or 7 vendor types and it is just a multiple choice field. So when we input a new vendor into that vendors list they are associated with a certain "type". 

      So Bob Smith is and IA in that Vendors Table
      and John Doe is a Defense counsel in Vendors Table

      Not sure if I am explaining this right or not

      -Manny via other user
      • MCFNeil
      • Registered
      • June 16, 2017
      Could you add a dropdown (just a text multiple choice) that mimics the one you have on the Vendor table?  so then you can have that drive the combined conditional value?
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