Conditional drop down pulls up all child records

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I have a conditional drop down within Invoice requests that displays the quotes associated with a project.

Projects<Quotes
Projects<Invoice Requests
Quotes<Invoice Requests

Currently an invoice request is associated with just 1 quote.  I have been asked if 1 invoice request can include all quotes associated with a project.  I am not sure how to set this up.  Is there a way to pull all of the child quote records with the selection of the Parent "Project"?

Thanks!
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Christine

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Posted 8 months ago

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Evan Martinez, Community Manager

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Hi Christine,

I just want to clarify are you wanting to select your Project on the Invoice Request table and then have the list of related Quotes show only the Quotes that belong to this project? Then from this list you would still at the end select only 1 Quote to be the parent of your Invoice Request?
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Christine

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Hi Evan,
I currently have a conditional drop down that filters to the available quotes, but only one may be selected per Invoice request. I would like to allow users to have the option of selecting 1-all quotes to invoice per request, possibly displaying all available in a child table?
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Christine

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I think what I need to do is create a lookup to the report link.  Is this possible?
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Christine

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Working on this idea now, I changed the default report link to must match the Project.  I think this will work
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Christine

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Seems to work.  thx!
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Evan Martinez, Community Manager

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Hi Christine,

I am glad to hear your idea worked to help you resolve the issue.