how do I restrict a text field to be filled out on the answer to a previous field?

  • 1
  • 1
  • Question
  • Updated 2 years ago
  • Answered
I have a multiple choice field for "type" in which I have two options: Individual or Project. Only if a person chooses "Individual" do I want the ability for them to answer the next couple of fields such as Individual Name, Age, Etc. Is there a way to have these fields greyed out as default, but open and available to complete if Individual is selected for "Type?"
Photo of Angela

Angela

  • 32 Points

Posted 2 years ago

  • 1
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 62,448 Points 50k badge 2x thumb
Yes,
Explore Dynamic zform Rules in your firm setup,

For example

When Type is Individual

Show First name
Show last name
Require First name
Require Last name.
You'll need to setup a Form Rule to either show/hide those fields. You can find the setup instructions here:
http://help.quickbase.com/user-assistance/default.html#form_rules.html%3FTocPath%3DCreate%2520and%25...
Photo of Angela

Angela

  • 32 Points
Yes, perfect. Thank you. I had not used dynamic rules before so this opens up a whole new world of opportunities for design. Thank you for your time.
Photo of Michael Barrow

Michael Barrow

  • 2,216 Points 2k badge 2x thumb
Just be careful with grid edit because it is a serious loophole that will not follow dynamic form rules (since they are, by their very definition, tied to a specific form), and so your users will be able to create invalid data by bypassing the form, if you let them. The problem with grid edit is that it is so very helpful and useful in so many situations. My sincere hope is that QuickBase development is working on a way to move the data validation rules into their own separate area within the platform, so that they are no longer tied to forms. That way, grid edit and imports and API calls will not be allowed to cause any problems.