Skip to main content
Solved

Multiple lookups to and from the same table


Forum|alt.badge.img+3

Hello, we have a specific table in which we store our contracts. There are multiple type of contracts, and some contracts can link to eachother. So, for example, a lease contract can be linked to a maintenance contract. We want to do this with a lookup. How can we accomplish this?

For further context, we have a column contract_type. What I wanted to do is built a lookup reference with columns company_id and contract_id, and set the contract_type to the value it needs to be for maintenance. However, this is not possible. Is there a similar approach I can take that is possible?

Best answer by Mark Jongeling

Hi Niels,

You can create a Prefilter for each type of contract with a filter on the corresponding type, then make Table variants for each type of contract and set the corresponding prefilter On hidden or On locked for that variant. Then in your references, ensure the table variant is selected for that look-up reference. By doing this, the lookup will only show the correct contracts; e.g. maintenance contacts.

More info here: Columns | Thinkwise Documentation (thinkwisesoftware.com). The Look-up table variant should be filled with the correct Table variant.

Hope this helps!

View original
Did this topic help you find an answer to your question?
This topic has been closed for comments

3 replies

Mark Jongeling
Administrator
Forum|alt.badge.img+23
  • Administrator
  • 3937 replies
  • Answer
  • July 22, 2024

Hi Niels,

You can create a Prefilter for each type of contract with a filter on the corresponding type, then make Table variants for each type of contract and set the corresponding prefilter On hidden or On locked for that variant. Then in your references, ensure the table variant is selected for that look-up reference. By doing this, the lookup will only show the correct contracts; e.g. maintenance contacts.

More info here: Columns | Thinkwise Documentation (thinkwisesoftware.com). The Look-up table variant should be filled with the correct Table variant.

Hope this helps!


Forum|alt.badge.img+3
  • Author
  • Vanguard
  • 45 replies
  • July 22, 2024

Hi Mark, thank you for your reply. For some reason I cannot choose a reference when I go to set the lookup for the column. Do you know why this happens?


Forum|alt.badge.img+3
  • Author
  • Vanguard
  • 45 replies
  • July 22, 2024

Never mind. Fixed.


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings