Populate Text-Multiple Choice field from column of Report Link within Quickbase table

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Hello,

I have Table A which has values such as Account ID, Account Name, Team Role and Email Address. The key field is the Record ID#. I have another Table B which has values such as Account ID, Opportunity ID, Opportunity Name. The key field is Opportunity ID. From this table I have created Formula-Text field to create a button which generates a survey form using API_EditRecord. The user selects an email address from a dropdown field Email Address. I have populated this Email Address field with all the email addresses from the Table A. I have created a report link between Table A & Table B based on the common value Account ID. It is not possible to create Table to Table Relationship between Table A & Table B. I want to have a mechanism such that when user decides to send survey and selects an Account ID for which the survey needs to be sent, the email address choices are only the ones associated with the Account ID in the dropdown. I am stuck in progress. Is there any way the Email Address pulls value from the Report Link field column Email Address? Or any other way to achieve my requirement?

Thanks,
Sarthak
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Sarthak Subudhi

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Posted 2 years ago

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Matthew Neil

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If I understand correctly, you are looking for a conditional dropdown. 

In order to accomplish this you need 3 tables.  
Accounts
Contacts (Emails)
Opportunities.

Accounts -> (have many) Contacts
Accounts -> Opportunities

Contacts -> Opportunities.

Once you have those connections you can then make that "Email" dropdown conditional upon the [Related Account].