Text field shared value with a condition

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Currently, when people are filling in a form for table A, the Contact selection drop down is filtered based on the Chosen company. Contacts are kept in table B. Occasionally there is a third party company involved. It is consistently the same company. Is it possible to have a separate drop down menu filtered to only show Contacts from the third party company in the form for Table A. Currently, I am using the shared value options, though this shows every Contact in Table B for the form in Table A, and I want to only see the ones associated with the third party company. Is there a way to do this, or is there a better approach?
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Jordan

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Posted 2 years ago

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Matthew Neil

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Normally I don't recommend making more than one relationship between two tables, but this might be a good exception.

Create another relationship where each Table B (Contacts) has many Table A.  And rename the relationship so you can easily keep it separated from the main relationship.

Then once you add the other field to your form A, you will want to make a custom report that will be used as the record picker on the form.

So on your contacts table, make a report that only shows the contacts from your 'primary' company.
Then use that report for the record picker on form A.
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Jordan

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After doing some digging, it turns out we have over 1000 contacts we have worked with at the third party company. So if I am correct, then I could not even create a drop menu to begin with and would have to use the record picker anyways. We currently are using the record picker and I was hoping to create a drop down menu associated with the only the contacts from the third party contact as it would be fewer clicks then going through the record picker. Thanks for the input!