How to: Create dropdown field on a child record to select another child record that belongs to the same parent?

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I have a table of "Travelers" that has a relationship to a child table of "Traveler Steps." What I'm trying to get is a field on each child step called "Prerequisite" where the user would select a "sibling" record to indicate that another step must be accomplished before work can start on the next step.

I made a dummy app and created a Traveler Steps<Traveler Steps relationship so that the dropdown field exists, but now I need to filter the selections so that only the steps which are related to the same parent record are available for selection. I have been clicking around and can't seem to find anything....

Thanks

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Matthew

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Posted 4 years ago

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Jack, Champion

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Have you tried changing the dropdown (field settings) to record picker and building a custom report (you can chose the report in form settings) to show only the records you want?
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Matthew

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I tried setting it to the "Embedded report for Travelers" but it doesn't filter out the un-associated Items. I don't think it would even be possible to do that with a custom report would it?
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QuickBaseCoach App Dev./Training, Champion

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Matthew, how about this.  On the Relationship Traveler Steps<Traveler Steps you will have a field for Related Traveler Steps on the right side.  Edit the field Property to make it's value conditional on the selection of [Related Travelers] needing to match the field [Related Travelers].

Let me know if that works and I will upgrade this to an "Answer".

.
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Matthew

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That method did not work. I tried multiple combinations and still nothing...
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QuickBaseCoach App Dev./Training, Champion

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It should work.  if you like invite me to the app and i will have a look.  Contact me via info in my profile.
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Jack, Champion

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If you just wanted a custom report to show all items child items related to the parent you could simply do this via a custom report.  Create a formula numeric field and make it display related parent record ID. Create a report link field.  The left side would be related parent and then click the select target button and find the formula text field in the child table. Then change the settings in the form settings to show a report, start will list all just to test, then you can build your own showing the oldest record ID first or date etc.
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Matthew

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Okay so I deleted everything in my dummy app and started over, and it worked this time!
Not sure what I did wrong before, but going from start to finish in one sitting helped keep things a little more sane...