On a form, how do I change the value of one record picker based on the selection made in another record picker?

Original Post:

Asked by kelkington
a month ago

I have three tables: Contacts, Firms, Comments.

All Contact records are linked to a Firm record. Comment records must be linked to the corresponding Contact record AND the corresponding Firm record. This means using two records pickers when creating a new Comment. Instead, I would like the Firm record picker to autopopulate when the user chooses an option in the Contact record picker.

I tried setting a dynamic form rule to take the Contact record's "Related Firm" field and make the "Related Firm" field of the Comment record equal to that. This didn't seem to trigger any change.

Dan G. (QB Support), Official Rep

490 Points

Posted 2 years ago

2 years ago

Dan G. (QB Support), Official Rep

490 Points

3 comments

Are you clicking the button "Add Comment" from the contact's form? If so, just modify the formula URL field to fill out that field for you from the start. It would be something like

a=API_GenAddRecordForm&_fid_10=" & URLEncode ([Record ID#])& "&_fid_12=" & URLEncode ([Related Firm])& "&z=" & Rurl()

Where 10 is the fid of the related contact and 12 is the fid for the related firm.

Matthew
a month ago

You can also make the "Contact" dropdown be conditional upon the firm, and make your options much more limited.

Matthew
a month ago

Hi Matthew, thank you very much for your suggestions, both have worked and have improved our workflow.

kelkington
a month ago

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1 person likes this

2 years ago

Gaurav Sharma

5,758 Points

Great :)

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