Restricting other app lookup fields

Question

I'm not sure if I'm using the correct terms here but I'll give it my best shot:

We have an app that tracks tickets.

We have another app that tracks feature requests with two tables Modules and Tags.

Currently if you choose a ticket, you can select any combination of Modules and Tags.

We could like to change this.

We are adding an additional field to Tickets called Ticket Type.

Based on the ticket type, we would like to make restrictions to the Modules you can choose. And subsequently, when you choose a module, you can then only select specific tags.

Is there a way to limit the Modules and Tags based on a previous look up selection?

------------------------------
Drew Woods
------------------------------

MarkShnierYou · Answer

This is native QuickBase functionality and it works incredibly well, by that i mean that of course it works but the form is very response with no real lag time.

This is called Conditional Drop down or CDD for short. here is a link to the help text plus that link has other links https://help.quickbase.com/user-assistance/conditional_dropdowns_basic_setup.html

You would set up your master tales of the choices for the selection of Types and Modules., So 1 Type would have many Modules.

Then in your tickets table the you will have a relationship to select the Type, but then the magic is that on the field for [Related Module] you check the box that says "make this field conditional ...." and limit the choices to the where the [Related Type] selected on the Ticket matches the field in the Modules table for [Related Type]

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

Sign up

Login to the community