Forum Discussion
MCFNeil
Qrew Captain
This is a fairly common need. You will have 4 tables involved.
Provider -> (has many) Case Workers
Provider -> Cases
Cases -> Case Assingments
Case Workers -> Case Assignments
The "Case Assignment" table is your joined table (sometimes incorrectly called a many-to-many).
The kicker for this one will be to make sure that the "Case Worker" dropdown on the assignments table is conditional upon the [Related Provider]. That way you will only display the Case workers that are assigned to that particular Case.
Does that help? Let us know if you are stuck anywhere.
Provider -> (has many) Case Workers
Provider -> Cases
Cases -> Case Assingments
Case Workers -> Case Assignments
The "Case Assignment" table is your joined table (sometimes incorrectly called a many-to-many).
The kicker for this one will be to make sure that the "Case Worker" dropdown on the assignments table is conditional upon the [Related Provider]. That way you will only display the Case workers that are assigned to that particular Case.
Does that help? Let us know if you are stuck anywhere.
MCFNeil
7 years agoQrew Captain
When using the option of "Conditional Values" be sure to use the fields [Related XXXXXX].
So you will pick the provider on the Case, but in the child table, you will need to pass that field as a lookup. So pass the [Related Provider] field to the child table of 'assignments'.
Place that lookup field anywhere on the form, and then have your dropdown for "Case Worker".
So you will pick the provider on the Case, but in the child table, you will need to pass that field as a lookup. So pass the [Related Provider] field to the child table of 'assignments'.
Place that lookup field anywhere on the form, and then have your dropdown for "Case Worker".