Conditional Dropdowns are a feature of table-table relationships in Quick Base, where you can effectively filter the results you see in a Related field (referencing your parent table), and make the options shown 'conditional' on the selection of another field.
To put that another way - picture a classic CRM example. You are on the phone with a potential repeat customer, a company you have done business with before, and you are pulling up their company and contact info to enter a new project. Step 1 - you've selected their company from a dropdown for 'Related Company'. Step 2 - you want to pull up the Contact info of who you're talking to via a field for 'Related Contact', but your dropdown has too many values and is hard to sort through. It would be nice, if instead of all contacts, you only saw the contacts that worked for the company selected in Step 1. In other words, the options for your 'Related Contact' are conditional on what you choose in 'Related Company'.
To carry out the example above - picture a simple set up similar to below:
Companies have many contacts
Companies have many Projects
Contacts have many Projects
From our example, we are trying to set up a new 'Project', where two of the primary inputs from the diagram will be 'Related Company' and 'Related Contact'. Our end goal is to make 'Related Contact' conditional on 'Related Company', so we only see contacts that work for the chosen company.
***For this example, it should be noted that we are creating a new project and selecting a Company and Project. Therefore, the field we are updating for 'Related Contact' will also be in the Contacts table.
With the above set up - when you make a selection in 'Related Company' in your project, you will only be shown Contacts from your Contacts table that are also assigned to that same 'Related Company'.
For more information about relationships, read through our guide to setting them set up here
Author: Chayce Duncan (firstname.lastname@example.org)
Date Submitted: 12/27/18