Advanced Dropdown Functionality

Question

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 PaschalBusiness Unit B - John SmithBusiness Unit C - Jane SmithI 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------------------------------

markshnier__you · Answer

Try three form rules,Rule 1 would beWhen Multiple conditions are trueWhen allBusiness Unit = Business Unit ACoordinator is (blank)ActionChange Coordinator to Jennifer Paschaland 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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

jenniferpaschal · Answer

&nbsp;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------------------------------

markshnier__you · Answer

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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

jenniferpaschal · Answer

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------------------------------

markshnier__you · Answer

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.&nbsp; 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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Advanced Dropdown Functionality

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