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Conditional Forms [2]

  • March 24, 2020
  • 0 replies
  • 30 views

Hi all,

There is already a topic opened under Conditional forms but that is not really helping me I'm afraid :-(.

I'm constructing an app around project management.
One thing that makes it special is that the projects-table is linked to  itself so we can nest and link projects together in Parent-child and in Clustered projects. But this is not the real challenge for this topic.

I'm aware that you can do a lot with dynamic form rules but the problem I encounter is that you can have field behavior  only once declared and only the last rule is in effect.
I've so many unique and different fields and behaviors in projects that managing this by hiding fields and sections make the DynamicFormRule creation and future maintaining over complicated and risky.

Is there really no workaround to open a record (project) in a specific form designed for the record type (project)?

Thanks JWS.

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Jan-Willem S
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • March 24, 2020
I suggest that you stick with Form Rules as having multiple forms will be endlessly frustrating to view and edit on the correct form.

The thing that you need to wrap your head around is to control fields (or a section or a whole tab) based on a rule, as opposed to  to trying to make a rule that applies to a project type.

You need to ask yourself "for this field (section / tab)", under what conditions should it show hide or editable not editable.  Then move onto the next field or section.  Obviously if there are whole sections, that that will reduce the #of rules.​

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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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