Advanced Dropdown Functionality
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 a...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendTry 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
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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
------------------------------
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?
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Thanks in advance,
Jennifer Paschal
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- MarkShnier__Younp,
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]
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- 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?
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Thanks in advance,
Jennifer Paschal
------------------------------- MarkShnier__YouOne 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
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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