Dynamic Value List Question

[Courtney]

I'm working on a timesheet solution where the user selects the "Role" that they're performing from a preset list of values, and then I want to populate a list of possible values for their "Task" based on their role.

Role table includes a field called Billing Category (with 5 possible options).

Task table also includes a field called Billing Category.

My relationship for the value list is Role::Billing Category = Task::Billing Category.

Two of my Role::Billing Category options will share the same values in Task. The remaining 3 have unique lists.

I tried to use a checkbox for Task::Billing Category, to indicate that one task can have 2 billing categories, but my dropdown fails when Roles with those Billing Categories are chosen. (The other 3 work fine.)

Is there a way to create a relationship that will match an either/or like that, or is my best bet to duplicate all the Tasks with those 2 categories, and mark one set with the first Billing Category and one with the second?

 

In other words, I want to be able to select a Role that either has a Billing Category of "Publishing" or "Document Management", and the value list dropdown for Task will give the same results for either choice.