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Advanced Dropdown Functionality

  • 1.  Advanced Dropdown Functionality

    Posted 25 days ago
    Hello,

    I have a two dropdowns, 'business unit' and 'coordinator'. I need the coordinator dropdown to be selected based on business unit when the business unit changes (due to the user selecting an option).

    For example:
    Business Unit A - Jennifer Paschal
    Business Unit B - John Smith
    Business Unit C - Jane Smith

    I need this to act as a 'default' value so that if I select Business Unit A, it will populate Jennifer Paschal in the coordinator dropdown but I can still manually select Jane Smith.

    In other words, one dropdown's value needs to change when another dropdown's value is selected but still be a working dropdown.

    I am not sure how to implement this functionality. Ideally both fields would be drop down fields. The ability to change the coordinator manually is really important to the end user here. Do you have any suggestions, examples, methods on how to accomplish this?


    ------------------------------
    Thanks in advance,
    Jennifer Paschal
    ------------------------------


  • 2.  RE: Advanced Dropdown Functionality

    Posted 25 days ago
    Try three form rules,

    Rule 1 would be

    When Multiple conditions are true
    When all
    Business Unit = Business Unit A
    Coordinator is (blank)

    Action
    Change Coordinator to Jennifer Paschal

    and REMEMBER to uncheck that hidden checkbox way down at the bottom of the form rule so it fires all the time.

    get that rule working, and then copy it and edit for a Rule based on if the Business Unit is B


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Advanced Dropdown Functionality

    Posted 25 days ago
    Edited by Jennifer Paschal 25 days ago

     Thank you, this seems promising! I am unable to set a user field condition to blank. My options are "the current user" "the user in the field..." and then the list of users I have as the list for the dropdown (using the Custom user set option under Choices in the User Field Options section in field properties)

    Edit: Is it because this is a required field? So it cannot be blank? But wouldn't it be blank to start with?



    ------------------------------
    Thanks in advance,
    Jennifer Paschal
    ------------------------------



  • 4.  RE: Advanced Dropdown Functionality

    Posted 24 days ago
    np,
    just make a formula user field with no formula called [null user]

    use that in the rule.

    where [My User field] ie equal to the value in the field [null user]


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Advanced Dropdown Functionality

    Posted 24 days ago
    Thank you, this worked great! One last question for you. How could I update this to handle the case for when the business unit changes. So for example say I select BU A so my name is populate but then I realize its actual BU B. How to I get it to recognize that the field changed and that I need the PACE coordinator to repopulate?​

    ------------------------------
    Thanks in advance,
    Jennifer Paschal
    ------------------------------



  • 6.  RE: Advanced Dropdown Functionality

    Posted 24 days ago
    One way to do this would be to have a former rule that makes the business unit read only if the business unit is not blank.  So once the user selects a business unit they are committed to it.
    Then provide a check box which says to unlock business unit and have a form rule that says when the checkbox is checked change the business unit to blank and change the coordinator to blank.

    Don't have a form rule that says when the record is saved to uncheck the checkbox. Just to reset the form for the next time it is edited


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 7.  RE: Advanced Dropdown Functionality

    Posted 12 days ago
    Hi Mark -

    I wanted to reach back out on this functionality. I implemented the form rules that we discussed and the one you last posted about & they work great when adding a record. There is an issue when editing a record though. When a user goes to edit a record and clicks the reset checkbox, the business unit (instead of being set to blank like the form rule tells it to) sets to the first business unit in the dropdown list and since it is not blank it not editable. I think this might be due to the fact that both of the field involved in this are required? So maybe it will not allow it to be set back to blank once the record has already been created?


    ------------------------------
    Thanks in advance,
    Jennifer Paschal
    ------------------------------



  • 8.  RE: Advanced Dropdown Functionality

    Posted 12 days ago
    I'm not sure that I can diagnose the issue without access to your app, so you may need to have Customer Care have a look.  For the rule that change the business unit back to blank, are you changing the [Business Unit] or [Related Business Unit].  It should be the latter if the relationship is based on [Related Business Unit].

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 9.  RE: Advanced Dropdown Functionality

    Posted 6 days ago
    Okay I can reach out to them too. The Business Unit field is not a relationship; it a multi-choice field native to that table.

    ------------------------------
    Thanks in advance,
    Jennifer Paschal
    ------------------------------