Can I default a selection in a multiple choice text field based on other fields & then have the option to change the selection in the drop down?

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A web form is populating the fields for the 'Type' of the inquiry and also the 'Geography' of the inquiry in QB.

Can a drop down menu (multiple choice text list) for 'Assigned_To' default to the a specific selection based on the combination of the 'Type' and 'Geography'?  For example Type = Manufacturer and Geography = USA so the Assigned_To should default to bob since he owns Manufacturers in the USA.

The 'Assigned_To' should be able to be changed to another selection if needed even if the 'Type' and 'Geography' do not change.  For a number of reasons Bob may need to assign this record to a different person in the drop down even though the Geography and Type remain the same. 

History - I was able to default the Assigned_To with a formula to a text field based on Type and Geography, but this is basically hardcoded and the text can only change if either the Geography or Type changes which does not provide the needed flexibility.  

I'm searching for a solution that will allow an initial default value from the list in the Assigned_To field which can be changed manually if it is incorrect, regardless if the Geography or Type changes.  

Thanks for your help. 

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Darren

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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What you do is to make a table for the Sales Managers with a compound key like manufacturer-region.

To make the data entry easier, you calculate that by formula and then have a form rule to change a data entry field to that value as it will be the key field.

Then on the child side you calculate the Key based in the data from automated feed and any override fields you add.  Then you can also just override the sales manager if you want to do that too.  It's just a matter of making formulas which will use the lookup values unless there are overrides.
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Darren

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Thanks Mark!