Forum Discussion
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
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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
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- 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
------------------------------- MarkShnier__You4 years agoQrew LegendBNo problem,
You are overthinking this.
When you have a drop down field, instead of using the standard record picker, you can create any report you would like and set the form properties for the drop-down field to use that report.
So just make a report of active Contacts and set the form properties to use that report. In order to prevent people accidentally messing around with that report I typically name the report something likeUsed on XYZ form for active employee drop down
and set the report to be viewable by nobody.
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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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