Forum Discussion

Re: Custom Data Rules to Support Moving Cards on Kanban Report

I found a way! In the advanced settings, at the bottom of the page you can enter custom data rules for the table. After checking the box to turn them on, I used a simple formula as follows:

If([Site Status]="7. Access Confirmed" and [Access Confirmed]=false, "Access Not Confirmed")

so when a user drags a record into the '7. Access Confirmed' status and the field [Access confirmed] is NOT checked, an error message pops up, saying "Access not confirmed". Further, it forces the user to reload the page and moves the record back to the previous status.

From there you can add similar formulas for other statuses.



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Ryan Doble
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