Conditional Dropdown - Not updating on report link

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I have the following tables:

CLIN Summary
Labor Categories
Burdened Labor
Service Orders

CLIN Summary has a one-to-many relationship with Labor Categories, where one CLIN Summary has many Labor Categories.  CLIN Summary also has a one-to-many relationship to Service orders, where CLIN Summary has many Service orders.Labor Categories has a one-to-many relationship to Burdened Labor, where one Labor Category has many Burdened Labor.  And finally, Service Orders has a one-to-many relationship with Burdened Labor, where one Service Order has many Burdened Labor.

When my user enters a service order, they will add the appropriate burdened labor (which correctly pulls the labor category based on the CLIN selected in the service order).  The hourly rate of the burdened labor is entered via lookup from the Labor Category table.

What is not working.  If my user opens the service order under CLIN Summary A, and then at a later date changes the CLIN Summary to B, the hourly rate isn't being updated.

Is there a way to have the hourly rate lookup field change when the CLIN Summary is changed without having to select a different Labor Category?
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Amber Polston

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Posted 4 months ago

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David Brogdon

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Amber,

From what you described, it sounds like the hourly rate is pulled from a field on the "Labor Category" table. If this is the case, it won't change when changing CLIN Summary because CLIN is not the table supplying the value.

There are a few options, but I would need to know more about the functions and purpose of each table to give direct solutions.

Is it possible the change the labor category table to the grandparent table and pass the field down through CLIN and to Burdened Labor table? If not, is it possible to calculate the hourly rate via a formula field on the labor category table that looks at a particular flag on the CLIN table?
(Edited)