Forum Discussion

MichaelBretton's avatar
MichaelBretton
Qrew Member
4 years ago

Defaulted checkbox

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 th...
Forms
Tables and fields
  • BlakeHarrison's avatar
    BlakeHarrison
    4 years ago
    Ok, then you'll want to have a Form Rule on your Prospective form that changes the checkbox to checked if it is not. 



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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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BlakeHarrison's avatar
BlakeHarrison
Qrew Captain
4 years ago
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.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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  • MichaelBretton's avatar
    MichaelBretton
    Qrew Member
    4 years ago
    Sadly I don't think this will work, Blake. There are occasions when one brand is actually a client yet we might want to fill in the prospect form instead of the paid client form because the work isn't billable for some reason (say if we have done some work to prove why they should renew to be a client for another year or if they used up all their time and we just promised them some free time) - therefore I'd like to make the checkbox on the prospect form the indicator across the app that some unbillable work has been completed.

    Hope that helps explain it.

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    Michael Bretton
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    • BlakeHarrison's avatar
      BlakeHarrison
      Qrew Captain
      4 years ago
      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/
      ------------------------------
      • MichaelBretton's avatar
        MichaelBretton
        Qrew Member
        4 years ago
        Thanks so much as always, @Blake Harrison! ​

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        Michael Bretton
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