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Relationship Help

  • March 22, 2020
  • 0 replies
  • 27 views

I have a table called " Clients' "Assigned Providers" and "Providers". Clients connect with many "Assigned Providers" in which "Providers" may be selected - Assigned Providers is the joined table.

What I need is to be able to select a provider as well as select multiple "Services" from the provider - but the services are specific to each provider - 3 total types of services. One provider may have 1 out of 3, 2 out of the 3 and another 3 out of 3 services. Essentially, When assigning a provider to a client I want to be able to select multiple services that is specific to that provider.

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Ermias Bean
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MarkShnierYou
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This is no problem.  You can use what is called a Conditional Drop Down (CDD)

To set this up the system needs to know which Providers offer which Service Types.  So you already have a table of Providers and make a child table under that table of the Service Types that they can provide.

Then it sounds like you want to create a Child table under Assigned Providers to list the services being supplied.  So make that table and draw the choices based on a relationship to Service Types.  Then lookup the field for [Related Provider] down from the Assigned Provider down to the child table Assigned Provider Service and set the [Related Service Type] to be conditional on the previous selection of  Related Provider lookup.

I hope I explained that well enough, if not, post back.


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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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