Create View Only Checkbox until certain fields are complete

  • 0
  • 1
  • Question
  • Updated 1 month ago
  • In Progress
Hello everyone and thanks in advance for the help.

I have a form for Projects with several users as drop downs to the user table in Quick Base.  I also have a checkbox to "Create Template Tasks" which will trigger the automation to create a series of tasks once it is checked.  And once it is checked via dynamic forms it is set to become readonly so it cannot be edited in the future.

Now what I need to do is not allow that checkbox to be checked unless several of my user dropdowns are filled out.  However, I cannot make them required fields.  Let me better explain.

My sales team will open a new project request.  They are not authorized to assign a Foodservice Designer, Interior Designer, and Estimator.  Our Director of Design will ultimately assign the project to those team members and create the template tasks.  So I want her to fill out the three drop downs on the designers, and once that is done select the checkbox to populate the template tasks (since it will use those three dropdowns to populate the assign to list).

Recommendations on how to do this?

Thanks again!
Photo of Ivan Weiss

Ivan Weiss

  • 824 Points 500 badge 2x thumb

Posted 1 month ago

  • 0
  • 1
It seems to me that you want the checkbox which triggered the Automation to be read only

"When Multiple Conditions are true" ( thais one of the drop down options)


When all of the following are true


The user is in the Role Director Of Design

The checkbox is not checked

Food service is not blank

Interior designer is not blank

Estimator is not blank


The only problem Kee with the above is that there many be multiple high level Roles, which includes Admin, and includes the Director of Design Role, so the Admin may need to also be in that high level Role as well.
(Edited)
Photo of Ivan Weiss

Ivan Weiss

  • 824 Points 500 badge 2x thumb
Where am I placing this checkbox is read only when multiple connections are true?  I went into dynamic form properties thinking it is there.  But, there is no blank option on the users.  Seems like what you are referring to is elsewhere
Oh right, I think I have run into that issue before. Try creating a Formula User field called

Blank User

And just leave the formula blank.

Then in the form rule refer to those user fields being equal to the value in the field Blank User
Photo of Ivan Weiss

Ivan Weiss

  • 824 Points 500 badge 2x thumb
That worked, thanks!