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  • 1.  Default checkbox when loading a form

    Posted 10-24-2022 15:15
    Hi everyone,

    I have an expense app for employees to enter expenses and get reimbursement.  It references another table with a field on it for "Has Company Credit Card".  If that box is unchecked when a user starts a new expense I want the field "Reimbursable" to default to checked.  However, I do want the user to be able to override it and uncheck it in case they should not reimburse.

    So how can I conditionally set the "starting point" for a checkbox but allow the user to override it?

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    Ivan Weiss
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  • 2.  RE: Default checkbox when loading a form

    Posted 10-24-2022 17:48
    Is it possible to change the Reimbursable field to a yes/no multiple choice required field displayed as a radio button?

     That way you can have a simple form rule which says when [Has Company Credit Card (lookup)] is unchecked
    and [Reimbursable] is blank,

    ACTION 
    Change  Reimbursable to no.

    You could also have an opposite rule 

    [Has Company Credit Card (lookup)] is unchecked
    and [Reimbursable] is blank,

    ACTION 
    Change Reimbursable to yes.

    In both cases set the rule to fire all the time (deselect that trick checkbox at the bottom of he form rule configuration.


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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Default checkbox when loading a form

    Posted 10-26-2022 08:48
    The problem with the form rule is that it is always going to set the checkbox based on what is on the team report.

    So let's say, for example, an employee like me has a personal credit card and a corporate card.  I use my personal card for 90% of the items and want the reimbursable checkbox to be checked by default.  But I need the ability to override it and uncheck it.  

    If I uncheck it wont it reset to be checked again every time the form loads?

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    Ivan Weiss
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  • 4.  RE: Default checkbox when loading a form

    Posted 10-26-2022 08:54
    Hence my suggestion not to use a checkbox.  I suggested making it to be a text multiple choice field so that it it was blank, you would be able to default it., but the user could override to "yes' or "no".

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 5.  RE: Default checkbox when loading a form

    Posted 10-26-2022 12:55
    ah I missed that....

    Okay so what I did is the second option.  If the has company card is unchecked AND reimbursable is blank I fire a change on the reimbursable line to make it reimbursable.

    That works great for anyone without a card.

    However, if you do have a card it does not default to No (non-reimbursable) and I cannot create another form rule to "change" the same value on a form.  So how do I get the second condition to work right?

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    Ivan Weiss
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  • 6.  RE: Default checkbox when loading a form

    Posted 10-26-2022 12:56
    In fact you can have two rules acting to change the same field on the form, as long as you know that they will not conflict ie they wont both try to fire.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 7.  RE: Default checkbox when loading a form

    Posted 10-27-2022 08:29
    ah for some reason I thought you could not.  So we are all set, that is working!  Thanks Mark!

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    Ivan Weiss
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