How To Select Multiple Choice Field Options from a Report

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Is it possible to use a report to provide multiple choice field options?  Alternatively, is it possible to filter multiple choice field options so that the options appear only when they meet certain criteria?

Here is what I'm trying to do:

I have a Projects table where a certain type of Vendor needs to be assigned.  In this case, let's say I need to assign an electrician.  

In my Vendors table, I have 200+ vendors of all types.  I ONLY want to display the type "Electrician" in the multiple choice field in the Projects table.

I've created a report in the Vendors table called "List of Electricians" so that I am cutting down the results to only the ones I would want to see in the multiple choice box.  But I can't figure out how to make the multiple choice box show only those Vendors.

Is this possible?

Thanks for your help!

Josh
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Josh Collins

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Posted 2 years ago

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This is possible if you set up a Relationship where 1 vendor has many Projects.  They will be typically connected by the field [Related Vendor] and the lookup field and "Proxy" will be Vendor name.

Then on the FORM properties on the Project record for the vendor field, you can specify the report to be used for the drop down list of vendors, and it can be a report filtered to just show Electricians.
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Josh Collins

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Thanks for the info.  I've got the 1st paragraph of your reply set up properly.  However, I can't seem to get the 2nd paragraph to work.

What field type should I be using? I am currently using a Text - Multiple Choice field and I do not have an option to specify the report to be used for the dropdown list when I am on the Form Elements page and looking at the field.  If I view the field properties, I can select a reference field for the dropdown list (ie- Vendors-Vendor Name), but I can't specify a report.
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Right, so you cannot filter a drop down report when you have a simply mutiliple choice field.

You will need to set up a Relationships where 1 Vendor has many Projects.  Set the proxy field for the field Related Vendor to be the Vendor Name.  You set that on the field properties for the field Related Vendor.

 This assumes that you have a table of Vendors and the Key field is still the Record ID# field.

Then put the field for vendor on the form.  The form will let you select a report to use for the drop down, so use a report with the Electrician filter..
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Josh Collins

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Ok...got it.  I have it working.  

HOWEVER- I need to have numerous fields that have the same functionality, but use different "filters" or "reports."  

For instance, I have one field to select a related electrician, another to select a related plumber, and another to select a related HVAC contractor.

Is this possible?
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Yes, each one will be a new relationship, and then and then each will have its own drop down and it own drop down report filers.  Tip: if you copy the field Related Vendor it will also duplicate the relationship for you.  Saves a click or three.
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Josh Collins

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Got it, works great!  Thank you for the help!