Jan 06, 2021 10:07 AM
When a new record is added, I would like for a drop down option to be automatically selected.
For example: When the record for Aqua Lily Pad is added, I’d like “Inventory Arrived?” to automatically select “Inventory Not Arrived” (option not shown) and “Program Status” to be “In Program”.
Is this possible?
Jan 06, 2021 11:03 AM
If you have a paid version, you can do this easily with the automation option. Select the trigger “when a record matches conditions” and set the condition to the “Vendors” field (“when Vendors contains/is Aqua Lily Pad”). Then choose the action “update record”, select the 2 fields en fill in the value you want to see appearing.
Jan 06, 2021 02:36 PM
Thanks! A few things:
There will be multiple vendors added periodically, so what I’d like it to say is… “when any vendor is added (through the form view), those two drop downs columns will automatically be selected with their specific selections”
And then I’ll assume if we wanted to update the drop downs after they were automatically selected (ex moving from Inventory Not Arrived to Inventory Arrived), they could manually make that change? Or would it always automatically revert back?
Jan 07, 2021 10:36 AM
Hi @Rachael_Castelaz ,
I could be wrong, but I think using the trigger @Databaser suggested will indeed cause the value of those fields to automatically change back to “Inventory Not Arrived” and “In Program” if you were to try to manually change them, because the record would still meet the trigger condition of having the Vendor field contain “Aqua Lily Pad”.
@Databaser is right, though, that Automations are what you want to use to accomplish this. I think you’ll want to use the “When record created” trigger, since that will only ever trigger once for any given record.
Jan 07, 2021 01:08 PM
I’m in doubt. If I understand @Rachael_Castelaz correctly, any newly added record needs to trigger an automation that fills in the other fields. If that input is always the same (eg “inventory arrived” and “in program”), then a automation would work fine. If you want different input depending on the vendor, then you would have to make multiple automations (1 per vendor) or, like @Jeremy_Oglesby mentioned, turn to scripting.
I also wonder why your primary field is a formula field and eg not a “single line text” field, as the vendors are inputted via a form?
Oh, and yes, you can change the select field after an automation has filled it in for you, but, as @Jeremy_Oglesby also mentioned, it depends on the type of trigger.