We have a form that contains a Text - Multiple Choice field. We want the default value in this field when a new record is added to be based on the currently logged in user. One user gets one default value and another user would get a different default value when the record is added. This needs to happen as the record is added and not at the save since other record pickers on the form filter their data based on the value in this Text - Multiple Choice field. I've spent hours on this and I've not be able to figure out the magic to make this happen.
Thanks!
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Stephen Study
Software Development Manager
Robishaw Engineering Inc
Houston TX
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Question
Change default value of Text - Multiple Choice field on newly added record based on logged in user
This topic has been closed for replies.
+24This would be done using a form rule.
make a field called [Current User] with the formula of
User()
Then have a form rule
when multiple conditions are true
All of
When [my Text - Multiple Choice field] equal (blank)
When [Current user] equals fred.flintstone@slaterockandgravel.com
Action:
Change
[my Text - Multiple Choice field] to "Fred"
Make sure you uncheck that hidden checkbox at the bottom so that the rule fires all the time.
Then, when that rule is working, copy the rule to make a new rule and change it to cover Barney.
You should be able to do a "Test as User" to test this.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
make a field called [Current User] with the formula of
User()
Then have a form rule
when multiple conditions are true
All of
When [my Text - Multiple Choice field] equal (blank)
When [Current user] equals fred.flintstone@slaterockandgravel.com
Action:
Change
[my Text - Multiple Choice field] to "Fred"
Make sure you uncheck that hidden checkbox at the bottom so that the rule fires all the time.
Then, when that rule is working, copy the rule to make a new rule and change it to cover Barney.
You should be able to do a "Test as User" to test this.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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