Skip to main content
Solved

Defaulted checkbox

  • January 15, 2021
  • 0 replies
  • 160 views
Hello all,

This may be a simple solution for some of you but I can't work out how to do it - Hoping someone can help :)
I have two forms on my app for consultants to use when recording the work they have done for clients; one for when it's for a paid client (billable work) and the other where it's work carried out for prospective clients (and not billable at that time - the form has less questions etc). I want a checkbox on the Prospects form to be auto-ticked so that I can highlight all of those submissions in my reporting elsewhere in the app.

What's the best way to have this setup?

Thanks in advance!

Best answer by BlakeHarrison

Ok, then you'll want to have a Form Rule on your Prospective form that changes the checkbox to checked if it is not. 



------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
This topic has been closed for replies.

Have you considered having some flag at the Client level that could then be pulled down to the Timecard as a Lookup? You could then capture it as a Snapshot so that the value doesn't change once the Client moves from Prospective to Billable.

------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------
Terms & ConditionsAccessibility statement