Changing Record Picker List Dynamically
Here's the situation: Table A is the parent to table B The reference lookup field's record picker in table B is based on Report1 from Table A There is also Report2 from Table A that the record picker can be based on Is it possible to have the record picker for the lookup change from Report1 to Report2 based on a checkbox (or some other kind of field) on the form for table B? I have tried to copy the look up field, rename it, change its record picker to Report2, and then use dynamic form rules to set which field is visible for the user based on a checkbox, but the result is both lookup fields are visible or hidden at the same time. I cannot figure out how to hide one and not the other. I, also, cannot figure out another way to create this setup, so users can see options to choose from based on Report1 or Report2, depending on whether or not a checkbox is checked. I hope this explanation was clear enough for someone to offer some suggestions / guidance. If more details are needed, let me know where you are not clear, and I will do what I can to fill in the gaps. Thanks in advance for any help anyone can give. ------------------------------ James Carr ------------------------------Solved8Views0likes7CommentsCascading Drop-down - Multi-select field
Good Afternoon Can i create a cascading drop-down for the following set-up and if so, how: Parent: State Child (Multi-Select): Medicaid Contracts Thanks, Lashell ------------------------------ Lashell Thomas ------------------------------5Views0likes3CommentsTecnnical Support re Conditional Dropdowns (or another way to solve this).
Hey guys, it's my first posting my own discussion. I've used the community plenty of times to read up and solve problems on my end, so THANK YOU for being such a great community. So, pretty much what I want to do is filter the options I get on a proxy field based on a lookup field that comes from a priorly selected field. This is for an Inventory MGMT app. Let me explain each of the tables that will come into play here: 1. My first table is called Requests, where people send in their requests to our Warehousewhere they input certain info like their names and once they select their names, based on a lookup field, we get what area they work in. 2. The other table I got is called Materials, this is a list of all of the materials we track in our warehouse. This list is at about 350 materials (but not every area uses all of them). 3. And then my last table is a Many to Many relationship table that brings both of those together.When filling up a Request, the user gets an editable report where they select a Material and then input how much quantity they need. What I want to do is that, based on the Area of work of each specific name, they only get a list of Materials specific to that Area. Any idea on how to go about this? PS> I wanted to upload a video but wasn't able to, please send me an email so I can send it as attachment. There's also a link in case it works:ClickUp Clickup remove preview ClickUp View this on Clickup > https://share.clickup.com/clip/p/t1251230/b34fa86e-e7b7-498e-b0c8-8a3265fe53b6/screen-recording-2021-02-15-14%3A25.webm ------------------------------ Checho Najera ------------------------------4Views0likes1CommentCategories & SubCategories
If I have a Multiple Choice field "Categories", and another multiple choice field "SubCategories"... can what's selected in the Categories determine what options there are in the SubCategories? ------------------------------ Megan Hardison ------------------------------4Views0likes2Commentsconditional dropdown
Hi, I'm trying to utilize conditional dropdowns and running into an issue that I can't figure out. Here's the relationships: Project Management App has Projects. Each Project has many Sign Types (think of these as Products associated with a Project). Production App syncs Projects. Each Project (sync table) has many Production Tasks. Production Managers Task via Production Tasks. They click on a button on the Project sync table in Production and it associates the Production Task with the Project (in the sync table) but I lookup the Record ID#2 (the original in PM app). Nothing unusual here. What we're looking to do is gain further granularity into how long each Production Task associated with a specific Product (each Project has anywhere from 1 to sometimes 100). So, I created a join table "PT Chains" in Productions to help with this many-to-many relationship. Production Tasks -> PT Chains <- Products. Utilized lookups to bring the related "project" from Products and Production Tasks has the "Record ID#2" which is the same ID in the Production App. I've tried to use Grid Edit and directly adding a new record into "PT Chains" but inside that table, if I enable "Conditional Values" and try to line-up the Record ID#2 and "Related Project" from Sign Types (first attachment) but it seems like this is entering into a circular relationship, where I think it should work. Production Manager creates a Production Task off of the related project. The "Add PT" is a normal Formula URL with the associated fields already filled, so it knows of the Record ID #2 field, which is the record id of the project. Then, as they're creating the task, they should be able to "add in" via grid edit, the specific sign types (products) that the task is related to, since you could be working on more than one, and there's thousands of products, so I'm trying to limit the selection to ONLY the sign types related to that specific project. I'd think this works but it doesn't​. It's like a chicken-and-egg or something isn't working right. I can't select any STs (products) because PT Chains (join table) seems to not be inheriting the associated lookup field from the task. Any clues? Thanks! ------------------------------ Andrew Ryder ------------------------------3Views0likes2CommentsConditional Drop-Down Help: Display Same Choice for More Than 1 Condition
I'm going to try to explain the basics of what I'm trying to accomplish with a simpler example than what I'm actually working with. Let me know if you would like more details, but I think my question can be answered with the simplified example below. Let's say I have three tables: Projects, Service Appointments, and Choices. The relationships are as follows: OneProjecthas manyService Appointments OneChoice has manyService Appointments I created the last relationship so I could make a conditional drop-down field where only certain choices show up for a particularservice appointment depending on theproject. For now, I'm avoiding relatingProjectsto Choicesuntil we find out if this is part of the solution. Let's just say the conditional drop-down field is "Status" and we have two projects. For Project 1 the options for our "Status" field areActive and Complete, and forProject 2, the options for "Status" areActive and Cancelled. I wantActiveto show up as options forboth projects. However, I don't want to have to make two records in theChoices table to complete this because I want the choice text (Active, Complete, Cancelled,etc.) to be the key field to allow for easy importing. So the main question is this: Is there a way for me to allow one record to show up as an option for a conditional drop-down for multiple conditions? In this case, we want the status ofActiveto show up for bothProject 1 andProject 2. ------------------------------ Brian ------------------------------2Views0likes0CommentsField completed auto populates other fields
I am new to developing in Quickbase or any other program. I am building an app where if a person selects one of three regions, I would like to populate only those associated with that region to select. For example, I have three regions, and each region has three items (each item is different in a region and stored in a region table), when I select Region X, I only what the three choices in Region X to be displayed, not the other items associated with the other two regions. Thoughts or suggestions? ------------------------------ Brent ------------------------------2Views0likes1CommentConditional Dropdown - from one contact to many
I have three tables - Company, Employee, and Activity. Each Activity relates to only one Company, and each Company can have many Employees. I have a conditional dropdown in the Activity screen so that when you choose a Company for an Activity, you then can see all that Company's Employees, and pick one to relate to your Activity. OK, but now they want to be able to choose multiple Employees from that Company, not just one. I want to be able to pick multiple Employees from the Conditional Dropdown, not just one, and I want the email addresses associated with those Employees to be stored in a text field, preferably separated by semicolons, so I can put the entire string in the body of a Calendar invite (which I'm already creating, that part is done), and the user can then copy and paste that string into the Attendees field in the invitation to invite all the people in the Employee list to the Activity. Is this possible? I'd like info on how to allow the user to choose multiple Employees in the conditional dropdown Employee field, and how to create the field with all the matching Employee email addresses. ------------------------------ Charlotte ------------------------------2Views0likes5CommentsCascading Dropdowns Not Working
Hi, I am currently trying to make a cascading drop down menu where the options of one field are dependent on the selection of the previous. The hierarchy of my field is as follows: Part Type -> Part Sub-Type -> Final Part Type -> Specific Part Type. The structure of my app is shown below: Once I had the structure set up, I first went to the "Final Part Type" tab and enabled the conditional values of the "Related Part Sub-Type" field. The conditions I set are shown below Then, I used the same process and went to the "Related Final Part Type" field of the Specific Part Type table. My conditional values that I set are as shown: However, when I add a final part only the dropdown menu for the Final Part Type is conditional. I used the "How to Add Cascading Dropdowns" article on the Quickbase help site in order to help me with the connections. I am unsure of where I went wrong, any help would be appreciated! ------------------------------ Tom Leick ------------------------------2Views0likes1Comment