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Question

Advanced Dropdown Functionality

  • October 1, 2020
  • 0 replies
  • 38 views

Hello,

I have a two dropdowns, 'business unit' and 'coordinator'. I need the coordinator dropdown to be selected based on business unit when the business unit changes (due to the user selecting an option).

For example:
Business Unit A - Jennifer Paschal
Business Unit B - John Smith
Business Unit C - Jane Smith

I need this to act as a 'default' value so that if I select Business Unit A, it will populate Jennifer Paschal in the coordinator dropdown but I can still manually select Jane Smith.

In other words, one dropdown's value needs to change when another dropdown's value is selected but still be a working dropdown.

I am not sure how to implement this functionality. Ideally both fields would be drop down fields. The ability to change the coordinator manually is really important to the end user here. Do you have any suggestions, examples, methods on how to accomplish this?


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Thanks in advance,
Jennifer Paschal
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This topic has been closed for replies.

MarkShnierYou
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Try three form rules,

Rule 1 would be

When Multiple conditions are true
When all
Business Unit = Business Unit A
Coordinator is (blank)

Action
Change Coordinator to Jennifer Paschal

and REMEMBER to uncheck that hidden checkbox way down at the bottom of the form rule so it fires all the time.

get that rule working, and then copy it and edit for a Rule based on if the Business Unit is B


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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