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Question

Default checkbox when loading a form

  • October 24, 2022
  • 0 replies
  • 166 views
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Hi everyone,

I have an expense app for employees to enter expenses and get reimbursement.  It references another table with a field on it for "Has Company Credit Card".  If that box is unchecked when a user starts a new expense I want the field "Reimbursable" to default to checked.  However, I do want the user to be able to override it and uncheck it in case they should not reimburse.

So how can I conditionally set the "starting point" for a checkbox but allow the user to override it?

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Ivan Weiss
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MarkShnierYou
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Is it possible to change the Reimbursable field to a yes/no multiple choice required field displayed as a radio button?

 That way you can have a simple form rule which says when [Has Company Credit Card (lookup)] is unchecked
and [Reimbursable] is blank,

ACTION 
Change  Reimbursable to no.

You could also have an opposite rule 

[Has Company Credit Card (lookup)] is unchecked
and [Reimbursable] is blank,

ACTION 
Change Reimbursable to yes.

In both cases set the rule to fire all the time (deselect that trick checkbox at the bottom of he form rule configuration.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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