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BrianReardon's avatar
BrianReardon
Registered
18 days ago

Multiple choice, editable, multiline text

I have need for several fields to be populated with a multiple choice options that are editable after being selected.  The multiple choice text options are full paragraphs with lots of standard language, but just a few variables that will need to be added by the user after making the selection.  I can't figure out the best way to accomplish this.

  • Here is what I suggest for just one of the Fields, and repeat for the others.

    Make several formula text fields with the various Paragraph text words possible for that Multiple choice field.

    Make a Multiple choice field with short choices indicating which std text to be used.

    Make a blank multi line data entry field [Blank Target 1] as the "target" for the paragraph.

    Then make a form rule that says

    When the Target field is blank and the Multiple choice field is "Standard Disclaimer"

    Action

    Change [Blank Target 1] to the value in [Target 1 Std Disclaime formula field] 

     

    So as soon as you make the selection, the form rule will copy the std words corresponding to the multiple choice selection into the editable field.

  • Brian,

    I would tackle this a little differently.   Multiple choice fields are controlled by an application administrator.    Standard Language for a contract, quote or what ever your business object is for the customer is likely from a VP of Sales, the Legal Department or some other Subject Matter Expert that is not a Quickbase developer.

    Here is what I recommend for you to give the user and the SME control. 

     

    Having a Standard Language table can be exposed in another dashboard for the expert role that determines the business needs.  You can let them control the Preview text as well as the full paragraph.

    Your users will then select the Preview when they are building out data in the form.  When they save the record, have that fire a Pipeline that gets the Body Text from the Standard Language table and write it to the Customer Field.    

    You can also have these be Rich Text fields.  Hyperlinks, bold, colored fonts...   all of that can be included.

    When a change in the source data is needed, you will not get a phone call or email.

     

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      Yes i agree with Don. Better to have the options in a table which can be user maintained as opposed to a hard coded formula.  The editable field can still be initially populated by a form rule.