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"Grey Out" options based on 1st option chosen

  • 1.  "Grey Out" options based on 1st option chosen

    Posted 28 days ago
      |   view attached
    Hello,

    I'm designing a form where an account manager can request a discount for their client.  What I DON'T want is them to be able to select multiple discounts.  I have the fields and table set as follows:

    Fields (Checkbox format)
    30%
    40%
    50%
    80%

    I want the form to work that once they select a discount (any) it will grey out ALL the others and if they want to select a different one, they need to Un-check the one currently selected first.

    I was trying to use dynamic rules and it seemed to work for the first entry but then I got a message saying 1 rule would overwrite another when I tried to add a 2nd rule.  The rule I set which threw the error was:

    When 30% is checked, make 40%, 50%, and 80% read-only
    (This one worked great)

    I get the error when I try to add:
    When 40% is checked, make 30%, 50%, and 80% read-only.

    I hope I'm explaining correctly, I attached a screenshot for clarification.  Any help you can provide would be great.

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    Marshall Azar
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  • 2.  RE: "Grey Out" options based on 1st option chosen

    Posted 28 days ago
    Why not KISS and just have a single drop down field to select a choice of a single discount off a regular multiple choice field.


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



  • 3.  RE: "Grey Out" options based on 1st option chosen

    Posted 28 days ago
    I would LOVE to do that, but unfortunately there's ANOTHER issue that I can't figure out how to make it work with a drop down.

    These account managers work with different clients.  Some clients don't qualify for ALL the discounts so I was able to make a rule where depending on WHICH client is selected, certain discounts become hidden and the account managers can only select discounts available to that client. But, I could only get it to work with a checkbox for the discounts.

    If you know a way I can limit what options show in a drop-down based on the client selected, please tell me as that would solve this issue and give me a layout that's cleaner.  FYI. the client list is a separate drop-down field.

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    Marshall Azar
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  • 4.  RE: "Grey Out" options based on 1st option chosen

    Posted 28 days ago
    OK,

    so back to your original question.

    Try scrapping those Read Only rules and starting them over.

    Make a Rule for only dealing with 30% being Read Only.

    so the rule would be 

    when any of the following
    40% is checked
    50% is checked
    80% is checked

    make Read only  30%



    Then duplicate that rule and edit to make a rule to deal only with the Read Only for 40%.

    Then duplicate that rule and edit to make a rule to deal only with the Read Only for 50%

    Then duplicate that rule and edit to make a rule to deal only with the Read Only for 80%
    make a rule that

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



  • 5.  RE: "Grey Out" options based on 1st option chosen

    Posted 28 days ago
    PERFECT !!!

    Thank you so much Mark.

    ------------------------------
    Marshall Azar
    ------------------------------