Forum Discussion
You will need to create another table called activity contacts.
One activity has many activity contacts.
One contact has many activity contacts.
You can still get the Conditional drop down to work so that when you go to add an activity contact launching off the Activity record, the only contacts that are offered will be those from the correct company.
Once you get that working, You will be able to create a formula field called [email in text format] On the activity contact record with simply converts the email address into a text field
Then once you have that working you can use a combined text summary field to summarize the email addresses in text format up to the activity record.
Then if you want to convert that to a semicolon to limited field you can use the formula field to change the combine text summary field into a plain text field.
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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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- CharlotteM4 years agoQrew Cadet
I've created the Activity Contacts table, the relationships, and the conditional dropdown. But on the Activities form, It's only allowing me to add one new person/Activity Contact at a time. Is there a way to see all of the Employees for the Company in one list, and click the one/s that are needed for the current activity, then have those choices populated as different records in the Activity Contacts table?
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Charlotte
------------------------------- MarkShnier__You4 years agoQrew LegendYou can only add them one at a time.
But I do have a technique using native Quickbase which I can implement for you which would take about 1 hour of consulting time to allow you do do the quick multi select that you are looking for. I can do a short demo and then do the work on a live zoom call. Contact me directly by email if you want to discuss further.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- CharlotteM4 years agoQrew Cadet
Thanks. I've got all this working; will let you know if they want it as a dropdown.
Now of course, they decided they want multiple team members as well as multiple contacts outside the company -
I have that all working but there is a twist - instead of restricting outside Contacts to the company they work for (which I have working as a classic Conditional Dropdown) I now want to restrict the Team Members seen to Current ones (which is a checkmark field on the Team Members Table), and which I've added to the Relationship Table as well.
When I go to Related Team Member to set the Conditional Values field in Reference Field Options,
I want to say "The Values in this field depend on a selection in another field - Show Only Team Members where Team Member Current = Yes."
But the only option is Show Only Team Members related to some other field (not "Yes" in a field).
How to restrict these values in a dropdown by some feature in the same record? (In this case, whether they are current or not?)
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Charlotte
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