Child records as inputs in form

  • 0
  • 1
  • Question
  • Updated 4 months ago
  • In Progress
Hello,
I have three tables.

Table 1: Funds. Key field is an alphanumeric ID.
Table 2: Categories: Key field is an alphanumeric ID.
The Categories:Funds relationship is 1 to many. A category can have dozens of related funds.

Table 3: Proposals. Key field is recordID.

Users submit proposals via a form in table 3. Within a given proposal (form), the user identifies at least one or many funds - each of which is its own "related fund" record picker.

I'd like to give users a 'shortcut', i.e. I'd like them to be able to identify within the form a Category and have all the Funds of that category populate in the form - not as a related records report, but rather have each Fund record picker populate with a different fund of that category.

Is this doable?
Thanks in advance.
Photo of Patrick Dunn

Patrick Dunn

  • 130 Points 100 badge 2x thumb

Posted 5 months ago

  • 0
  • 1
Photo of Ann Swelgin

Ann Swelgin

  • 382 Points 250 badge 2x thumb
Try this first: https://help.quickbase.com/user-assistance/#conditional_dropdowns_basic_setup.html

I may be misunderstanding the question