Forum Discussion

Qrew Member

4 years ago

Auto select a conditional(filtered) dropdown based on selection of another dropdown

A user has to select the company to do business with from a dropdown (related Hauler table). The Contact table is related to the Hauler table. The Contact table has multiple contact information i.e. ...

Conditional-Dropdown

Relationships

DonLarson

Qrew Elite

Gabe,

It is a two part solution. Build a conditional against the Related Contact so that only Contacts for the Company can be selected.

The second part is to build a Record Picker report where you filter Contacts to show Related Contract Type = XX where XX is the value for the Dispatch. Then specify on the form that "Record Picker Dispatch" or whatever you call it is to be used.

Here is a screen shot of setting the report in a form.

z

You might think about expanding the logic in Record Picker for example Contact Status = Active. This way as Contacts come and go from the Company, your report is dynamically correct.

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Don Larson
Paasporter
Westlake OH
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GabrielFigueroa

Qrew Member

4 years ago

Thanks for responding Don!

I believe I've already done all that you mentioned, beforehand. The only contacts showing are only relevant to the company that was previously selected.

Currently, the user would still have to manually select (sometimes (1) & other times (1) of several).

What I want to do is pre-select (or automate) the selection for them, always choose the 1st one.

I would like, once the company is selected, to have QuickBase thru either JQuery or Automations or other auto-select the value to save the User time. If there are more than (1) then they would have to choose another one other than the 1st Dispatch contact record.

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Gabe Figueroa
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MarkShnier__You
Qrew Legend
4 years ago
Gabe,

I believe that you were saying that if the particular company only has one contact that you want that to be preselected.

On the relationship where one company has many contacts, do a summary field of the number of contacts. Also do a summary of the minimum record ID of all of the contacts.

Make a formula on companies called [record ID of contact if only one contact].

Now the company record knows the record ID of the singleton contact if there is one.

Look up that value down to your jobs record. Set up a Forum rule on the form where you are choosing a contact to say

If the Record ID of contact if only one contact is greater than zero

action

Change related contact to the value in the field record ID of contact if only one contact.

Make sure the field record ID of contact if only one contact is on the form even if it is hidden by a foreign rule. Form rules tend not to work if the values on which they depend or not on the form.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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