dropdown field created from two filtered lists

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Quick background...  My app has the following structure: Client>Division>System>Projects.  I also have a table of contacts, all of whom are related to a client, and a division.  Most are also related to a system.

When a project is created, I need to capture via conditional pulldowns the following:

1. Project issued or requested by
2. Bid requested by

I need each of these dropdowns to include only those contacts related to the project system OR the project division...  Any direction on how to accomplish this would be appreciated.  I've been able to modify the Contacts report "Embedded for Projects" to filter based on Project - related system or project related division.  Is it possible to do something similar for the pulldowns I've mentioned??

Thank you in advance!!

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Kirk

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Posted 4 years ago

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Ryan

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Hi Kirk,

Thanks for reaching out to the Community! I'm not entirely sure that this is possible natively in QuickBase.  The problem lies in adding an "Or" condition to your filters. Normally, you could use a custom report for the record picker. Since QuickBase won't know the values in those fields until the Record is saved, the report wonn't give you the proper results.



If you have any questions, don't hesitate to reach out!



Ryan
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QuickBaseCoach App Dev./Training, Champion

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Kirk,

I am a QuickBase Service provider developer and I do have a technique to do this if its important to you,  and it only uses native QuickBase (no javascript), but you would need to contact me off line via the information in my profile to discuss me setting this up for you.
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Kirk

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I discovered the solution I needed this afternoon.  The key was linking contacts and systems both ways.  I simply linked everyone to their system(s).  That can be one system (usually the case), two systems (a few system techs are responsible for more than one), or many systems (this is the case for the division engineers).  They are linked to ALL of their systems.  It took a few clipboard imports to populate the division engineer's system links, but should only have to be done once.  New systems or contacts can easily be added and updated.