Good day,

Trying to figure out how to do the following but my knowledge don't go that far.  I need to auto populate a field based on a value of another field but at the same allow the users to manually enter a value if the auto criteria is not  met.

If value of "Field A" is equal or less then $1000.00, "Field B" should auto populate with the word "Small", otherwise the users should be able to select "1 Year", "2 Years", or "3 Years"

I tried Auto enter and field validation but nether work.

Thanks

 

If the field is defined to auto-enter a calculated value of =

If ( Field A ≤ 1000 ; "Small" )

then you should get the initial value you seek.

If you want to be sure users do not override the auto-entered value, you could validate the field by a calculation =

not ( Field A ≤ 1000 and Self ≠ "Small" )

That's on the data level. On the layout, you could make it easier for your users by not giving them an opportunity to modify the auto-entered value. This could be done by using a script trigger or even hiding the field conditionally.