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Question

Question

assign/fill based on previous input without lookup

asked on April 19, 2017

I have a form that progresses from a supervisor to a manager to a director.  Once a supervisor is selected(drop down field), I would like to have the manager (and so on) automatically selected based on the choice made.  I was hoping not to do this by using a look-up due to the small number of people involved(less than ten), and the fact that I anticipate changes to the process on a regular basis (based on previous experience). Also, I need to go through others to update our database. 

Basically, if "Approving Supervisor" equals "John Doe"; then, "Approving Manager" would automatically be "Jane Doe", etc.

Is there a way to assign or fill fields values based on previous input?

"Assign values" will not work for me.  At least, I can't figure it out if it does.

The process diagram needs the input to route the form appropriately.

FYI, I am new to scripting.  I find I can understand it when reading it, but have more difficulty when trying to write it.  If that is the answer, please keep it basic.

Thanks.

 

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Answer

SELECTED ANSWER
replied on April 19, 2017

With Forms 10 or above, you can use the built-in calculation to do it, sample calculation is as following:

=IF(Approving_Supervisor="John Doe","Jane Doe",IF(Approving_Supervisor="John Smith","David Lee",IF(Approving_Supervisor="Anna Wu", "Chris Wonder","")))

 

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replied on April 20, 2017

Perfect! Thanks.

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