AutoComplete based on Role

[kpcollier]

Hello.

I am making a Timesheet datapage. I have a table filled with active employees that we have. Each employee has a "Job_Role" (i.e. Office, Field, Shop). 

In the Timesheet we ask what Task the employee did during the day. Tasks are saved on a separate table and include Fab, Install, Misc., Office work, etc. It is also a field in the table that saves all of the timesheet information.

The timesheet app limits lookup balues based on identity. So, when they open the app and sign in, it automatically has all of the employee information.

I want to know if it is possible to create a relationship between Job_Role and Tasks, so that the Task input is automatically filled based on the employees role. (i.e. if the employee works in the shop, then fab should be automatically filled in the Task section).

Please let me know if it is possible.

Thanks.

[DefinitelyNot31337]

Hello,

 

(A different approach)

If I understand you correctly, it's not actually hard to implement as it seems. I, myself, wanted to implement this before.

 

I am assuming that you are using an Authentication in your DataPage. If so:

 

First, what we need to do is to somehow add to a Default_Task field to the DataSource of your Authentication (much easier if it's a View, but you can also do with a field with manually input value. Hopefully this makes sense. I am attaching an image for you to better visualize my point).

 

Once it's in your authentication field, you should be able to use that as an OnLoad value on pretty much all kinds of DataPages

 

Hope this helps you, kpcollier

 

Regards,

DN311337

[LunaLovegood]

Hi @kpcollier,

From what I understand, you'd like your user to limit the choices based on his role. If that so, you may want to check the functionality of Caspio's Cascading elements: https://howto.caspio.com/datapages/datapage-components/cascading-elements/

— Luna —

[kpcollier]

Hello @LunaLovegood.

Not really limit the choices. I want them to be able to change it if necessary. I would just like the field to be autofilled based on their role. 

This is purely just for user experience. Trying to make it as easy as possible for the users.

[LunaLovegood]

HI @kpcollier,

Are you using an input/submission form for this?

[kpcollier]

@LunaLovegood Yes, this is using a submission form. 

[LunaLovegood]

@kpcollier

Can you check this DP: https://c0abq927.caspio.com/dp/db916000fc3b19d4b1ab4402b72c

So when you enter shop, the task is auto-filled. Is this the one that you're looking for?

[kpcollier]

@LunaLovegood Not quite like that, sorry. 

I will build a quick sample for you when I start work tomorrow to better explain!

I appreciate your help.

[kpcollier]

I have sent you a message.

 

 

[kpcollier]

Hey, @DefinitelyNot31337. Thanks for the reply! This looks awesome, and I think it is exactly what I need. Just a few questions - the Default_Tasks. Is this a table, or a new field on a table? Also, is it a list? I am confused as to where I implement that part. 

*Edit

Also, does it matter that I am using a submission form instead of a search and report? I need it to be submission because its a timesheet to submit hours.

[kpcollier]

I was able to get it to work. I added Default Task field to my view. Entered in the default task for each employee (there is probably an easier way, cause this sucked lol) and it showed up. Works just like I wanted it to. Thanks again, @DefinitelyNot31337