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Question

Checkbox Formula

  • October 19, 2023
  • 0 replies
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Hi, I have created a form for our employees to complete when we take on a new customer. I have a multi-select question (Is vendor New or Existing? A: New, B: Existing). If the vendor is New, I would like them to either check or uncheck "New vendor form submitted for your account". If vendor is existing, I would like them to either check/uncheck "Broker change process completed". I believe a checkbox formula is needed but I am unsure how to create this. 

To simply put, the check box question will be dependent on the previous answer (new/existing customer). I do not want both checkboxes to be available.

Thanks!



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Megan Robb
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  • October 19, 2023

This sounds like a form rule as opposed to a formula. I would also recommend changing the value from a multi select to a simple dropdown - a multi select would allow the user to select that they are both new and existing which both can't be true. 

In your actual scenario though - you would create 2 form rules - 

Form Rule 1: When Customer is New - show New Vendor Form field

Form Rule 2: When customer is existing - show broker field. 



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Chayce Duncan
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