Forum Discussion
Is the list you want specific to the parent? ie, do you want to list all the children in a dropdown? Or is it that you want a list of any shareholders, based off a generic filter?
If the dropdown needs to be conditional based off the parent, the only way I can think to do this (if you don't just want to show them on a report link), is to make a reverse relationship, and have Shareholders be a parent to Startups. Then use the conditional rules.
If option two, you could go to your shareholders table and make a formula text field called [Shareholder Names for Multiple Choice List]. In that formula, essentially only show the names of the shareholders you want based off whatever If statements you need. Then reference that field from your Multiple Choice.
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Mike Tamoush
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Hi Mark,
I wanted to display shareholders' records specific to the parent record in the dropdown so that I could select those shareholders' records for another field(i.e. Certificate Holders).
Since I can't display child records specific to the parent's record in the parent table. I have tried a different method.
I have created a child table named Certificate Holders and displayed it as a report in the parent table.
I have used a conditional dropdown to the relationship so that the shareholder's records should be specific to the Startup record.
Is it a good way to approach this?
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Prakash Murali
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