Multiple Tiers of Conditional Filters

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Multiple tiers of conditional filtering without formulas? 


Ex - select project from drop down, select phase from drop down.  Then filter an expense type based on both the type of project and the type of phase.

Currently it appears you can only filter on one of the previous drop downs.

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Andrew

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Posted 3 years ago

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Xavier Fan, Champion

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If I understand you correctly - one way to do this is to create a Text-Formula field called [Project / Phase], and then using that for the conditional dropdown.  As follows:

TABLES

1)  Projects

Fields:  [Project Type] - Text-Multiple Choice 

2)  Expenses

Fields:  

[Phase] - Text-Multiple Choice

[Project Type] - lookup field from the related "Project"

[Project Type / Phase] - Formula-Text field with the formula:  List(" - ", [Project Type], [Phase])

3)  Expense Types

Fields:  

[Project Type] - Text-Multiple Choice - same dropdown values as [Project Type] in the "Projects" table


[Phase] - Text-Multiple Choice - same dropdown values as [Phase] in the "Expenses" table


[Project Type / Phase] - Formula-Text field with the formula:  List(" - ", [Project Type], [Phase])


====

TABLE RELATIONSHIPS

1 Project has many Expenses

1 Expense Type has many Expenses

====

CONDITIONAL DROPDOWN

Expenses > Related Expense Type > Field Settings


Conditional values:  

A selection in Expenses: Project Type / Phase

Shows choices where

"Expenses: Project Type / Phase" = "Expense Types: Project / Phase"




With this setup - then when adding an Expense:

- first you would select a Project


- then select a Phase (a Text dropdown in the Expense table)

- and then the Expense Types would be conditionally filtered based on the Project Type (from the selected Project) and the Phase (from the selected Phase dropdown in the Expense table)