- isbittAsked on January 14, 2016 at 07:26 AM
At the bottom of my form I would like to have 1 box to display a name of an 'approver' thats populated based on the users selection on a dropdown box
As I have upto 20 options, I would rather not add 20 boxes and show the relevent one using the show/hide options as its makes the management a bit messy
Can I re-create 1 rule to display this information?
- CharlieAnswered on January 14, 2016 at 11:29 AM
Could you please provide us more information on your form works? What specific fields are involved and what output you are expecting? I'm checking the form titled "Credit Request Form" but I am having a hard time understanding what fields should have the condition you want. We'll wait for your response.
- isbittAnswered on January 14, 2016 at 11:34 AM
Thanks for your answer
On the credit request form, I would like the bottom box to show a name of someone should the selection on the 'full reason code' list and 'partial reason code list' equal a certain selection
Incorrect client name selected, so the name at the bottom requires "Richard" as the final approver
Incorrect Bill Rate would however show the name of "Simon" as the final approver
Is this possible?
- CharlieAnswered on January 14, 2016 at 12:56 PM
That can be done by selecting "Update/Calculate Field".
Noticed that in the setup, you have the "IF" and "DO" statement. I guess you are already familiar with this.
Setup the rules in your "IF" statement and setup the action in your "DO" statement.
If you want to output a name on the text box, just select "Calculate a field's value" and type the text there. Select the "Final Approver is:" as the target field.
However, you will need to make sure that you are not conflicting with other conditions if you have a complex set of rules.
- isbittAnswered on January 20, 2016 at 10:01 AM
Would you mind looking at the conditions on my 'Credit Request Form' and advise why it may not be working? I believe the top 4 conditions are setup correctly but the destination box is showing 'blank' each time I complete the form
- CharlieAnswered on January 20, 2016 at 11:37 AM
May we know how your form should work? It is quite hard to understand, the variables or the conditions needed by the "Final Approver" field seems to depend on a lot of variables, not only one.
However, the condition for "Simon Ripley" seems to work.
The problem with the current setup that I see is when you are changing answers, let's say in "Simon Ripley", when I changed the selected item on "Full Reason Code" from "Duplicate" to a different item BUT I have already filled out the "Duplicate Entry Sub Code". What happens is that "Duplicate Entry Sub Code" will be HIDDEN BUT the value on it will remain, it will just be hidden, now that will somehow caused condition conflicts if there's another condition that is inserting a name in the "Final Approver" BUT has a different variable depending on it.
Condition 1 is TRUE but it is HIDDEN
Condition 2 is also TRUE because of a changed in answer
The condition to insert a name in the "Final Approver" will be confused because there's two conditions that are now TRUE.
If you want to clear the input values on hidden fields, then you can enable the option "Clear Hidden Field Values" and change it to "Clear on being hidden".
I hope that helps.
- isbittAnswered on January 20, 2016 at 12:30 PM
Im trying to populate a field with a persons name depending on the selection criteria selected on the reason codes. Within our organisation we will have a departmental owner of the reason code, so I want this name to appear on the outputted email to prompt the user to obtain approval from this person
Does that makes sense ?
- CharlieAnswered on January 20, 2016 at 02:04 PM
Thank you for the additional information. I understand, however, as mentioned, you will need to make sure that no conditions will conflict with one another. The criteria should be specific and should not conflict with another one.
I also mentioned that the condition of "Simon Ripley" works. You can check my screencast above, it inserts the word "Simon Ripley" on the "Final Approver" when the conditions are meant.
However, I noticed that the condition for "Richard Isbitt", I think I found the bug.
I have forwarded this to our developers to have it checked and fixed.
- CharlieAnswered on January 21, 2016 at 01:31 PM
We just received reports from our developers that the bug has been fixed.
However, you'll need to open the condition affected, re-typed the value and make sure to click the "Save" button.
Example, I opened the condition for "Richard Isbitt", deleted the value and re-type it.
Or recreate it instead. Let us know if that works. Apologies for the inconvenience and thank you for your patience.
- isbittAnswered on January 22, 2016 at 04:37 AM
Thanks very much for feeding back
This now works on all conditions and the name populates in the desired field
- JotForm SupportJanAnswered on January 22, 2016 at 09:12 AM
On behalf of Charlie and one of our developer Omur, you're welcome. Let us know if you need any help. Thank you.