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Changing record picker value based another record picker

  • 1.  Changing record picker value based another record picker

    Posted 22 days ago
    How do I change the value of one record picker based on the selection made in a previous record picker within a single form?

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    Thx,
    Marc
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  • 2.  RE: Changing record picker value based another record picker

    Posted 22 days ago
    Edited by Adam Keever 22 days ago
    One method would be to use dynamic form rules and many multiple choice text fields.

    Example Fields:
    • Multiple Choice Field1
      • Choice A
      • Choice B
    • Multiple Choice Field2
      • Choice C
      • Choice D
      • Choice E
    • Multiple Choice Field3
      • Choice F
      • Choice G
      • Choice H

    Dynamic Form Rules Example:
    • If Field1 is A, show Field2
    • If Field1 is B, show Field3






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    Adam Keever
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  • 3.  RE: Changing record picker value based another record picker

    Posted 22 days ago
    Thx Adam.

    Unfortunately, I don't have anyway of knowing the field values for Field 1 ahead of time. It's a client list of potentially hundreds, if not more.

    Marc


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    Marc Hilliker
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  • 4.  RE: Changing record picker value based another record picker

    Posted 22 days ago
    If you're talking about changing the value of the 2nd record picker - you can use form rules to change the value of the reference field, for example.

    If you're talking about having the 2nd record picker only show certain values based on the selection of the 1st record picker, check out this online help article on "Conditional Dropdowns".   

    Conditional Dropdowns
    https://help.quickbase.com/user-assistance/conditional_dropdowns.html

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    Xavier Fan
    Quick Base Solution Provider
    http://xavierfanconsulting.com/
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  • 5.  RE: Changing record picker value based another record picker

    Posted 22 days ago
    Thx Xavier. I'll check it out. This looks like it might be exactly what I'm looking for.

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    Marc Hilliker
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