How can I automatically have an item from the child table drop down field automatically added to the parent table based on criteria from the parent record being met?

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My parent table is Closure.  My child table is Fee.  Each closure can have multiple fees depending on whether the closure meets certain criteria.  The Fee Types are in a drop down box on the child table.

Is there a way to have a fee type automatically added to the parent "closure" table when the parent record meets the criteria necessary for the particular fee type?

Where, If Closure balance > 20, Add Closure Fee.

If disbursement = Check, Add Check Fee.

I'm a relatively novice QuickBase user...

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Christine

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Posted 3 years ago

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My suggestion is to offer all choices on the child table.  But then based on certain conditions being met, have a form rule which chnages the drop down choice to blank.

 You will need to lookup those fields down to the child record.

In other words, while the user can attempt to choose an invalid choice, it will then instantly reset to blank.

So you can try two form rules like this.

If multiple conditions are true
Closure <= 20
Drop down choice equals Closure Feee

Action
Change drop down choice to blank

And uncheck that checkbox at the bottom to ensure that the rule always fires.

Then you would have a similar rule for that other condition.

I have a feeling though that the Form will give you a pink warning saying that the rules conflict.

In that case, I suggest that you make a formula checkbox field to calculate if the drop down choice is invalid and then if that is checked, then have a single rule to chnage the drop down choice to blank.