Forum Discussion

ManuelAlvarez's avatar
ManuelAlvarez
Qrew Trainee
8 years ago

Is ti possible to autopopulate territory based on state field?

Good day evreyone,  We have divided the country in 4 geographical territories for our sales people, we want whenever we fill the state field automatically fill the territory, is it possible? ...
Formulas and functions
_anomDiebolt_'s avatar
_anomDiebolt_
Qrew Elite
8 years ago
States And Regions ~ Add New Record
https://haversineconsulting.quickbase.com/db/bm6zr9qak?a=nwr

Pastie Database
https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=609

Notes:

(1) The States and Regions are unlikely to change short of a new government forming or a change in your Sales Regions so there may not be any good reason to store the State or Region data in one or more related tables. Doing so will just crowd up your application with superfluous fields and tables.

(2) Using table relationships would coerce historic data to map to new states or regions when this probably is not the desired behavior.

(3) This is a very generic solution that can be adopted to any type of lookup scenario.
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
In this situation where there is a clean native solution, what is wrong with staying native and just having a few tables where users can easily see what is going on.  In this case I don't think its a contest to get the functionality using the fewest number of tables and fields.

The other native solution if there are few enough states is to just have an IF or Case statement to hard code a formula to map the states to the sales territories.  But I don't like that as much as it hides the assignment from regular users as they cannot see the formula.