February Release – Conditional Drop Down Functionality Goes Live

Whilst most of us were still in bed sleeping this Saturday, our QuickBase engineering team was up early readying for a new QuickBase feature release. This release sports three main features, numerous improvements and many enhancements.



If you have ever filled out a form and selected a make and model of a car you will get an idea of what one of these features is. We call them “Conditional or Cascading” drop down boxes. Whatever you select first effects and determines your second choice. It has many applications and is one feature that has been a top request of users and developers.




Conditional drop down selects the model based on the make

Also released is a new “Home” tab that is replacing the “Reports” tab on your “My QuickBase” page. We’ve changed it to reflect greater functionality. In short we have increased the number of function panels, enabled a versitile text/html editior for video, scripts and whatever other html gadget you can think up.

One more thing. If you’re an Account Administrator, you will be pleased to know you can now delete unverified users within your domain.

Give it a go, kick the tires and let us know what you think.

Kirk Trachy

QuickBase evangelist, sales engineer and lover of all things possible with QuickBase. Check out Kirk live at one of his daily webinars.

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  • Galen Buckley

    How do I create a conditional drop down?

    [Reply]

  • Galen Buckley

    How do I create a conditional drop down?

    [Reply]

  • http://www.docorganiz.com/ Orin Merrill

    I second Galen’s comment. You summarize what these features do, but there is no user guide information about using the new feature. Please post this infomation ASAP.

    [Reply]

  • http://www.docorganiz.com Orin Merrill

    I second Galen’s comment. You summarize what these features do, but there is no user guide information about using the new feature. Please post this infomation ASAP.

    [Reply]

  • http://www.baseforbusiness.com/ David Bruton

    You choose the field “After _____ is selected” to complete the conditional behavior. However, I have an application where I want to pre-populate that field from a formula URL.

    I have an application where both opportunities and contacts are detail tables to a customer master table. I want to link some but not all customer contacts to an opportunity. When “Select Contact” formula URL field is clicked for a specific opportunity, it pre-populates the related customer ID from the lookup of the related opportunity. I then want them to choose the specific contact from that related customer for this opportunity. However, unless you select the related customer, the conditional behavior does not work. This is how most of my applications for this function are needed.

    Is there a way to do this? Can QuickBase check when the record is created to determine if the “After _____ is selected” has already been selected?

    I would have done this as a support case, but since that is not working now…

    [Reply]

  • http://www.baseforbusiness.com David Bruton

    You choose the field “After _____ is selected” to complete the conditional behavior. However, I have an application where I want to pre-populate that field from a formula URL.

    I have an application where both opportunities and contacts are detail tables to a customer master table. I want to link some but not all customer contacts to an opportunity. When “Select Contact” formula URL field is clicked for a specific opportunity, it pre-populates the related customer ID from the lookup of the related opportunity. I then want them to choose the specific contact from that related customer for this opportunity. However, unless you select the related customer, the conditional behavior does not work. This is how most of my applications for this function are needed.

    Is there a way to do this? Can QuickBase check when the record is created to determine if the “After _____ is selected” has already been selected?

    I would have done this as a support case, but since that is not working now…

    [Reply]

  • http://www.vwi.com/ Bill Cross

    Your help text allowed me to add the conditional field and it works great in a form.
    However, it does not seem to work in an editable list. The field (conditional picklist) is locked and does not permit the user to make a choice.

    Can you tell me how to fix this?
    Thanks

    [Reply]

  • http://www.vwi.com Bill Cross

    Your help text allowed me to add the conditional field and it works great in a form.
    However, it does not seem to work in an editable list. The field (conditional picklist) is locked and does not permit the user to make a choice.

    Can you tell me how to fix this?
    Thanks

    [Reply]

  • http://www.docorganiz.com/ Orin Merrill

    Now that I see where to do the setting, it is very easy to use. It will be extremely useful.

    [Reply]

  • http://www.docorganiz.com Orin Merrill

    Now that I see where to do the setting, it is very easy to use. It will be extremely useful.

    [Reply]

  • Ellie Ellerman

    The help topic for how to set up the new conditional drop down feature is here: https://www.quickbase.com/help/default.html#conditional_dropdowns.html
    David – thanks for notifying us of the issue with pre-populating…we’re looking into it. Bill – expect a resolution soon… Also, anyone who needs to should be able to create a support case now.
    Thanks!
    Ellie

    [Reply]

    Micah Thurlow Reply:

    @Ellie Ellerman, Has a resolution for pre-populating with conditional drop downs been reached? I have a similar issue. Creating a task from scratch has conditional drop down logic, select the customer then the list of projects shows only projects of that customer. If I create a task from a project, I pre-populate the customer and the project with the URL formula, but it doesn’t quite work.

    Thanks,
    Micah

    [Reply]

  • Ellie Ellerman

    The help topic for how to set up the new conditional drop down feature is here: https://www.quickbase.com/help/default.html#conditional_dropdowns.html
    David – thanks for notifying us of the issue with pre-populating…we’re looking into it. Bill – expect a resolution soon… Also, anyone who needs to should be able to create a support case now.
    Thanks!
    Ellie

    [Reply]

    Micah Thurlow Reply:

    @Ellie Ellerman, Has a resolution for pre-populating with conditional drop downs been reached? I have a similar issue. Creating a task from scratch has conditional drop down logic, select the customer then the list of projects shows only projects of that customer. If I create a task from a project, I pre-populate the customer and the project with the URL formula, but it doesn’t quite work.

    Thanks,
    Micah

    [Reply]

  • http://quickbase.intuit.com/ Kirk Trachy

    David:

    You can use Conditional Drop Down fields to sort your Company’s Contacts in an Opportunity.

    Check out the following:
    http://link.brightcove.com/services/link/bcpid5339791001/bclid5253576001/bctid13877018001

    Kirk Trachy

    [Reply]

  • http://quickbase.intuit.com Kirk Trachy

    David:

    You can use Conditional Drop Down fields to sort your Company’s Contacts in an Opportunity.

    Check out the following:
    http://link.brightcove.com/services/link/bcpid5339791001/bclid5253576001/bctid13877018001

    Kirk Trachy

    [Reply]

  • http://quickbase.intuit.com/ Kirk Trachy

    Message to Bill: If you set up a Conditional Drop Down and you find that the second field doesn’t select then it is usually because you haven’t selected the right matching fields. Make sure the second field you are selecting is one that matches the first field. That means you need to make sure that the field is also passed from the second table into the third table so that it can be selected. This might help:
    http://link.brightcove.com/services/link/bcpid5339791001/bclid5253576001/bctid13877018001

    Kirk

    [Reply]

  • http://quickbase.intuit.com Kirk Trachy

    Message to Bill: If you set up a Conditional Drop Down and you find that the second field doesn’t select then it is usually because you haven’t selected the right matching fields. Make sure the second field you are selecting is one that matches the first field. That means you need to make sure that the field is also passed from the second table into the third table so that it can be selected. This might help:
    http://link.brightcove.com/services/link/bcpid5339791001/bclid5253576001/bctid13877018001

    Kirk

    [Reply]

  • Al

    “This release sports three main features, numerous improvements and many enhancements.”

    Where are the details on the improvements and enhancements?

    [Reply]

  • Al

    “This release sports three main features, numerous improvements and many enhancements.”

    Where are the details on the improvements and enhancements?

    [Reply]

  • Patti Dornacker

    Most software vendors provide a list of all changes (large and small) made in their new releases. Can you please provide a comprehensive list?

    [Reply]

  • Patti Dornacker

    Most software vendors provide a list of all changes (large and small) made in their new releases. Can you please provide a comprehensive list?

    [Reply]

  • Bill

    I have a situation where a nested child table needs a conditional pick list, when Adding. Generally there are four tables involved: Projects have CLINs and Invoices and Invoices have LineItems that utilize the CLINs (budget amounts) of their parent Project.
    When performing the process of creating a NEW Invoice LineItem for a project the conditional pick lists function as expected, I first select the Invoice, which in turn identifies the project to which the invoice belongs and then conditionally limits the CLINs that are unique to that project. Very nice.
    But if I have an Invoice form, in append mode, with an editable listing of potential LineItems then the conditional CLIN picklist fails. When I go to choose from a list of CLINs a pop-up appears stating that I must first pick another field. Now here is the interesting part: the field it wants me to fill out is a field in INVOICEs with the same FieldID as the conditional field in LineItem that was chosen. So if the conditional field I chose in LineItem was PROJECTNUMBER and its field id was 28, then the prompt I get in the editable sub-table is that I must first fill out Date of Invoice, which happens to also be field id 28.
    Can you help?
    Thanks

    [Reply]

  • Bill

    I have a situation where a nested child table needs a conditional pick list, when Adding. Generally there are four tables involved: Projects have CLINs and Invoices and Invoices have LineItems that utilize the CLINs (budget amounts) of their parent Project.
    When performing the process of creating a NEW Invoice LineItem for a project the conditional pick lists function as expected, I first select the Invoice, which in turn identifies the project to which the invoice belongs and then conditionally limits the CLINs that are unique to that project. Very nice.
    But if I have an Invoice form, in append mode, with an editable listing of potential LineItems then the conditional CLIN picklist fails. When I go to choose from a list of CLINs a pop-up appears stating that I must first pick another field. Now here is the interesting part: the field it wants me to fill out is a field in INVOICEs with the same FieldID as the conditional field in LineItem that was chosen. So if the conditional field I chose in LineItem was PROJECTNUMBER and its field id was 28, then the prompt I get in the editable sub-table is that I must first fill out Date of Invoice, which happens to also be field id 28.
    Can you help?
    Thanks

    [Reply]

  • http://www.discountiffany.com/tiffany-bangles-c-1.html Tiffany Bangles

    Also released is a new “Home” tab that is replacing the “Reports” tab on your “My QuickBase” page. We’ve changed it to reflect greater functionality. In short we have increased the number of function panels, enabled a versitile text/html editior for video, scripts and whatever other html gadget you can think up.

    [Reply]

  • http://www.tiffanyforsale.com Tiffany sale

    If you have ever filled out a form and selected a make and model of a car you will get an idea of what one of these features is. We call them “Conditional or Cascading” drop down boxes. Whatever you select first effects and determines your second choice. It has many applications and is one feature that has been a top request of users and developers.

    [Reply]