Forum Discussion

RSohan's avatar
RSohan
Qrew Cadet
2 months ago

Problem with Type of Ownership Form Rules

Hello,

 I am experiencing problems with form rules not working properly.

On the first page of the form, in the Business Information section, I have a section with a field for type of ownership, and then another field for ownership percentages. (See attached Screenshot 1) 

I have a form rule for the “Type of Ownership” field which is supposed to hide the Ownership Percentages section if that field is blank, and to only display that section if one of the three type of ownership options is selected (Form Rule # 1) (See attached Screenshot 2). Once that ownership type is selected, depending on if it is One Member, Two Members, or Three Members, various fields are to be hidden and values are to be populated/changed in the fields that are then displayed in the Ownership Percentages section (Form Rule #’s: 2, 3, & 4).

The way the rules are supposed to work are as follows:

• Form Rule # 2: When One Member is selected, display Ownership Percentage 1 field, populate the value of 100% in that field, and hide and unrequire Ownership Percentage 2 and Ownership Percentage 3 fields. (See attached Screenshot 3)

• Form Role #3: When Two Members is selected, display Ownership Percentage 1 and Ownership Percentage 2 fields, populate the value of 0% in both of those fields, and hide and unrequire Ownership Percentage 3 field. (See attached Screenshot 4)

• Form Rule #4: When Three Members is selected, display Ownership Percentage 1, Ownership Percentage 2, and Ownership Percentage 3 fields, and populate the value of 0% in all three of those fields. (See attached Screenshot 5)

Currently when I select One Member in the Type of Ownership field, initially only the Ownership Percentage 1 field displays as the form rule dictates, but once you click in another field, the Ownership Percentage 3 field then also displays, which is not supposed to happen. If you change the type of ownership to a different value (e.g. Two Members, or Three Members), and then change it back to One Member, then once again only the Ownership Percentage 1 field displays, but once you click in another field the Ownership Percentage 3 field reappears.

The same thing is happening if you select Two Members for the type of ownership, with that Ownership Percentage 3 field constantly appearing if you select Two Members for the type of ownership when it is not supposed to.

I'm not sure why this is happening, as my logic seems sound. Your help would be greatly appreciated.

10 Replies

  • You may be way too young to know about this movie reference , but the solution is in this post here.  Basically you need to make a rule per field and not per situation.

     

     https://community.quickbase.com/discussions/quickbase-discussions/dynamic-form-rules-and-or/81433

    • RSohan's avatar
      RSohan
      Qrew Cadet

      I'm not sure I understand, but I'll check out the link you shared. Thank you.

      • RSohan's avatar
        RSohan
        Qrew Cadet

        I just tried the suggestion in the link you posted and it still didn't work properly. I wrote out a form rule for each specific scenario like instructed, and I was still having the same issue.

        I tried keeping the Ownership Percentages section visible and all of the percentage fields visible and then hiding the ones I didn't need to show depending on what was selected in the Type of Ownership field but the same situation kept happening with the Ownership Percentage 3 field showing up.

        I tried keeping it visible and then hiding what wasn't needed depending on what was chosen, and that didn't work.

        I tried the inverse and keeping it hidden and only showing what was needed depending on what was chosen and that didn't work.

         I even stripped out the change values part of the formulas just to simplify things and that still didn't work.

        Not sure what to do now.