Repeat conditional dropdowns on form

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The app allows the service quality reps of a call center to schedule their activities with customer care agents. Each customer care agent belongs to a team.
I have successfully created a conditional drop-down using the 2 table method (the relationship is between the activities table and the agents table, with the shared value field listing the existing teams residing in another table within the same app), enabling to first select the team, and then receive a drop-down selection displaying only the agents that belong to this selected team.
All fine until here.
The problem is that we also need to be able to schedule activities with more than one specialist, like for example a workshop. If, let's say, the workshop will have 6 participating agents, I want to be able for each participant to first select the team, and then the participant.
Since each field can be used only once in a quickbase form, I'm unable to repeat the selections "Team" and "Agents", so I'm unsure how to achieve this.
Many thanks in advance.
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Yoel Kuliasko

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Posted 2 years ago

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Matthew Neil

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You can add more drop downs by creating more relationships, but I would caution against this, as it will not be a clean experience when you try to make reporting to show availability, and options.

Another option to 'copy' the event x number of times for the different attendees.

Or, you can create an Attendee table, and each event/ appointment will have multiple attendees, then you can relate your specialists to that table, and basically have the same conditional drop downs.  So at least you only have to have the main details once, and then you just pick the people attending.

You can even make that "attendee"  editable so you can just click the dropdown and add all the people you want.

Just keep in mind the other requirements you have for scheduling and availability, and work those into the child table.

Let us know if you get stuck
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Yoel Kuliasko

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Thanks, Matthew.

I have started trying with your suggestion of the attendee table, and will reply again if I encounter big difficulties.
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Yoel Kuliasko

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I have created an attendee table.
The way I understand it, a relationship between the attendee table and the activities table needs to be created, where each activity can have many attendees. Also, a relationship between the attendee table and the specialists table needs to be created, where each specialist can be many attendees (attendee 1, attendee 2, ...).
Is it then the idea that the group of attendees is being created in one record in the attendees table, and from there the "add activity" button is clicked to create a record in the activities table?
It's unclear to me how to get to multiple conditional drop-downs, as there's only one reference field that can be used to become the conditional field.
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Matthew Neil

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Those relationships all look good.

Activities -> Attendees
Specialists -> Attendees

(however you will want to delete the button "add Attendee" from the specialist table.

You will want your procedure to be the same.  Make an activity, with the scheduled date, time and type (and this would most likely still have your 'team'

Then you will have a child table.  Within that child table you will pass the related team to it from the 'activity'
Then the 'specialist' dropdown can become conditional.

You may only have one 'attendee' but you could possibly have 100.
Each "attendee" is actually a different child record.


If you want to take it another step, you can make that 'embedded child table' of attendees and make it editable in the form.  Then you can have in effect multiple drop downs (without creating multiple relationships)
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Yoel Kuliasko

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It seems to have worked.

I was able to embed the report in the form on the activities table and select multiple specialists with conditional dropdowns. Another win that I was hoping for, is that these group activities also show up in reports about one of their attendees, so I'm meeting my reporting needs same like with single specialist activities.

Thank you for your help, Matthew!
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Yoel Kuliasko

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Hi,
I would need to list in an email notification the attendees selected in the report that's embedded in the form.
I've tried creating a formula field that grabs these names from the report link, but that didn't work.

Should I post this question as a new thread?
Thanks,
Yoël
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Matthew Neil

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New Post, and then I've got an answer :)