Forum Discussion

Qrew Cadet

4 years ago

Simple Form Rule Will Not Work

First of all to put this in context, I run a golf course and am trying to build a really simple tee sheet that lists the names of golfers signed up to play at a particular time. We encourage people...

Custom Data Rules

Forms

ChristineWhite

Qrew Assistant Captain

Okay I did a quick test and this does work in a form rule:

Formula for #ofGolfers

var number golferOne=If([Golfer1]<>"",1,0);
var number golferTwo=If([Golfer2]<>"",1,0);
var number golferThree=If([Golfer3]<>"",1,0);
var number golferFour=If([Golfer4]<>"",1,0);

$GolferOne + $GolferTwo + $GolferThree + $GolferFour

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Christine White
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JeffRogerson

Qrew Cadet

4 years ago

Hi Christine, thanks so much for taking the time to do this, and sorry for the delay in reply. Here in Ontario Golf Courses just reopened on the weekend after being closed for five weeks due to COVID concerns, so I was too busy with customers to work on my form rule issue

So, in my table I built a new formula field and even named it after you "Christine White Counter", applied your suggested formula (using my field name being counted)

var number golferOne=If(Trim([NameOnTeeSheet1])<>"",1,0);
var number golferTwo=If(Trim([NameOnTeeSheet2])<>"",1,0);
var number golferThree=If(Trim([NameOnTeeSheet3])<>"",1,0);
var number golferFour=If(Trim([NameOnTeeSheet4])<>"",1,0);
$GolferOne + $GolferTwo + $GolferThree + $GolferFour

And it does the counting......

HOWEVER, when I make a form rule
When [Christine White Counter] <3
Action Display a Message "you must book three or four players for online booking"

Still nothing! The form rule never fires?

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Jeff Rogerson
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BlakeHarrison
Qrew Captain
4 years ago
Form Rules based on Formulas will need to have the initial action be 'When the Record is Saved' in order to fire properly. For your use case, though, the best practice would be to have the first 3 Name fields be set to be Required. Not just on the Form, but in the Field Properties.

In the future, if your policy changes and you no longer want to require a minimum of 3 golfers, you can go back and update the field properties.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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ChristineWhite
Qrew Assistant Captain
4 years ago
Did you update your form rule to "When the Record is Saved" see Blake's reply?

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Christine White
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- JeffRogerson
  Qrew Cadet
  4 years ago
  Turns out that using a formula field to trigger a message is the problem......
  
  So, as suggested we simply set up the third field name as a required field (and as most people complete forms in the order they appear on the screen, until someone realizes that field is the golden ticket, it should work).
  
  I guess I should mark the problem as solved, plus I learned something.
  
  Thanks all.
  
  Jeff
  
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  Jeff Rogerson
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  - BlakeHarrison
    Qrew Captain
    4 years ago
    I would encourage you to set 3 of the 4 name fields to required as this will eliminate the possibility of any errors. Relying on your users to be consistent is an exercise in futility.
    
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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quickbase Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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