Forum Discussion

AndrewFry's avatar
AndrewFry
Qrew Assistant Captain
6 years ago

Show fields for adding & editing only if blank

So I know how to have certain fields show based upon view, edit, add, and the various combinations of those options.

And I am starting to become familiar with the Dynamic Form Rules.

How can I utilize those two features (or maybe it requires more than those two features) to do the following:

I have several record picker fields. Let's call them Type1, Type2, Type3, ... ... ..., Type8.

When a selection is made in any of the drop downs, on the same line an associated name populates in one field and an associated phone in another field.

Essentially I have 8 lines, one for each type, with the name and phone populating just to the right of each type when selected.

The Name and phone are non-selectable. They simply populate/are visible.

I need to be able to see the fields (type, name and phone) and select the type when I am adding or editing.

However, when in view mode, if the record is blank, I don't want to see the record picker field, the name field, or the phone field for that line, in the view mode.

Example:


Here I have two types filled out: Job Contact & Manufacturer.

I want to be able to see all of the other types, as I currently do in the image, when I add or edit.

But when I save the record, if the dropdown is blank, then I don't want to see the type, name, or phone number.

I only want to see the items that I selected prior to saving.

Any thoughts/ideas?




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Andrew
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Forms
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    One way to do this is to not use any Proxy fields on your relationships.

    In Add/ Edit mode you will show the field [Related XYZ.
    In view mode you only show the lookup fields.

    Then have 8 form rules,,
    when [related XYZ] is greater than 0
    Show name XYZ
    Show phone XYZ

    then a similar form rule for the other 7 relationships.


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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    • AndrewFry's avatar
      AndrewFry
      Qrew Assistant Captain
      6 years ago
      ​Ok, I think I follow you.
      As a follow-up question, if I change the relationships to not use proxy fields, am I still able to do conditional filtering?

      The layout is as follows:

      The lists in the type dropdowns are conditional upon the client selected.

      This shows me only the Job Contacts (for example) for client ABC when that client is selected, and does not show me the Job Contacts for client XYZ.

      Would I still be able to do a conditional filter if I don't use proxy fields?

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      Andrew
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