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
The native solution to your 2nd issue, which is valid, is to use a snapshot field for the lookup. Yes, yet one more field.

For the 1st issue, how does the sales manager go into to make a territory change under your solution? how does he stand back and look at he current territory assignments and then make changes?  He can't see the logic of the assignments as they are buried under the covers and he can't just go in himself to make a territory change when say the new fiscal year rolls around and he needs to hire a new sales rep and re-jig the territories.