Forms Lookup is Clearing DropDown Options

asked on August 18, 2020

I have a form the pre-populates Customer and Sales Rep drop-down fields from SQL tables.

When the user selects a Customer, the related Sales Rep for that Customer is looked up, and I just want to select that rep in the drop-down options, leaving the other options available for the user to choose from. However, this rule clears the sales rep drop-down list and only adds back the related Sales Rep for the selected Customer.

The idea is to provide a Form for a user to edit an existing Customer, in this case potentially selecting a different valid Sales Rep for that Customer. Is this desired functionality available? Is there a way to select a looked-up SQL value from a drop-down list without clearing existing values? Thank you.

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replied on August 19, 2020 • Show version history

In your SQL Table, your data must not be normalised, normalisation is a complex topic.

In short your first look up field must hold several rows with the same value if you like it to stratify down your data in the behaviour above.

What your SQL looks like now

however in order for it to function like you have requested, you need it too look like:

The Customer will need a row for each of the Sales Rep you want select-able.

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replied on August 20, 2020

Thank you for your assistance. I did change the table to return the data for the first two Lookup Rules as follows:

This results in both lists being populated when the form loads. However, when the user selects a specific Customer, the third Lookup Rule still seems to clear the Sales Rep list except for the Customer's assigned Sales Rep instead of leaving the list intact and just selecting the assigned Sales Rep from among the choices.

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Forms Lookup is Clearing DropDown Options

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