Problem filtering a drop down selection report

Question

I have customer table that has many locations. When I create a new project it is assigned a customer. Then I create part numbers inside that Project. Each one of those part numbers may be shipped a different location, but it will always be a location that is already related to that customer. How do I create a drop down to allow the person who is creating the new Part number to pick from a list of locations for the customer that is already assigned. I can create a report link that does that, but not a drop down.

LauraThacker · Answer

You are going to need the following structure for this:

Customer Table
Customer Locations Table (new)
Projects Table
Part Numbers Table

Relationships:
Customers < Locations (new)
Customers < Projects
Projects < Part Numbers
Locations < Part Numbers (new)

Add a Lookup field in the Projects<Part Numbers relationship to pass down the [Related Customer] field value from the Project into the Part Numbers table. Then, in the [Related Location] field, you will make it conditional so that the [Related Customer Record ID#] field value = [Related Customer] in the Locations table; to ensure that only Locations for the Customer assigned to that Project will display in the drop down when adding Part Numbers.

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