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Checkboxes on a Form from a database. how can I program "Dynamic approvers"?

posted on September 19, 2023

Hello Everyone. I have a form right now that has about 10 or so groups of checkboxes. The groups are departments with a checkbox for each person in the department. Currently, I manage these names myself. Whenever someone moves or leaves a job, I must manually update the form. I would love to be able to have a lookup rule fill in the checkboxes. 

I saw some posts about something similar, but they were older. Any ideas on how to accomplish this? 

This is what it looks like now. The value that is used when it's checked is their email address. 

Thank you for the help. 

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replied on September 21, 2023

Hello,

 

It is not clear if only one person can be selected in each group. It might not look as nice, but would it make sense to set it up as a single field and a picklist from a lookup? That way your picklist will be current, if your database table is.

 

We have a lookup filtered by department first, like your department managers (WI) and then that filters the names that show up in our employee list.

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