Child Table Records as Source for DropDown List
I have a two table setup that I would like to display multiple dropdown fields on my parent table form. I would like these dropdown fields to be populated with the records in my second table. This table will only contain the source for the dropdown fields. The table contains two fields "Name"and "Percent". Is it possible to display only the records in the dropdown that have the value "3" in the percent field in some fields and only the records in another field that have "5" in the percent field? Do I need to create a relationship for this? Thanks Brian
Getting stuck on this form rule...
I have AND statements nested in an OR statement and it is not working. I initially simply tried to say: If "Asset Sub number" is anything other than 0 and "Should this asset share a tag with Master" = "Yes" then make "Send Tag to FA team" editable. OR if "Contact (First Last Name)" is not blank AND "Tag will be mailed to this address" is not blank then make "Send Tag to FA team" editable. This did not work and so I elaborated on the above as shown in the screenshot. That too does not work. As soon I type in a Contact (First Last) name, the "Send Tag to FA team" becomes editable. You can see from the OTHERWISE statement that it did not read my logic correctly at all. How do I fix this? Thanks!
EOTI Email Help
I have an email that I am sending out to customers that is from the Verifications table. I am pulling the info to verify from the Quotes table and all of that is fine. I also need to pull several fields from the Guests table, which is a child of the Quotes table (I have a summary table in Quotes of the Guests that are included on that particular quote). I cannot get the Guests pulled over into the verification email (which originates from Quotes). #1 When I try to actually pull the summary table from Quotes, it shows up as No Permissions when the email comes through (due to being EOTI). #2 I, for the life of me, cannot recall how to pull the individual fields over instead of using the table? Maybe that will allow me to include them in the email? I have attached pics. I am using 2 pipelines and a notification. Also, how do I clear out the responses on the verification after each entry (i.e. if I had to send it twice I do not want the selections from the 1st time to be included on the second verification)? I appreciate any help that you can give me!
Conditional Drop down
Hi, I have Tables and Fields: Employee Table: Fields: EmployeeID, EmployeeName, PhoneNo, LDAP, JoiningDate, Level Project Table: Fields: ProjectID, ProjectName, JoiningDate, ClientID Client Table: Fields: ClientID, ClientName Emp-Proj Table (Join Table between Employee and Project): Fields: RecordID, ProjectID, EmployeeID, ClientID, EmployeeName, ProjectID-ProjectName I want to implement form rule Set a rule like: “When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” This will filter the projects based on the employee selection. I am unable to implement above rule after relationship establishment to tables . Please help or share screenshot to implement When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” Thanks BharatTransition to new/updated form
Hi All, I need to make changes to the main form used by a table. The change would consist of taking an existing muti-select field and break it out into discrete fields making it easier from a reporting standpoint for other applications like Hadoop. What is the best approach to transitioning to an updated form, where I can use the older version of the form for reviewing older records, and then the updated version of the form when creating new records. I want to maintain reference to old form for historical purposes, but start to utilize the new form going forward. This is a legacy form for awareness and I'm hoping to keep using the existing form without having the need to create a new form all together. My initial thought was to use a hard fast date as the cutover, and I was going to leverage Date Created in a dynamic rule but noticed that doesn't get stamped until the record is saved. Any suggestions on how to accomplish this when the form loads to create new entries? Thanks in advance! -ScottClearing a formula date field
I'm trying to find a solution to clearing 2 formula date fields based on a selection in another drop down field. I've tried to set up a form rule for this but it appears the formula date fields aren't showing as an option in the "then" section...what I'm needing is when the user selects case rounds type as MD requested to then clear and hide the 2 formula date fields as they are no longer needed. It will let me hide the field in the form rule, but won't give me an option to clear those fields. Not sure if there is a better/different way I should be setting this up?
