Hello! Thank you for responding. I was able to make all of the relationships, load my historical data, and see the proper child table data from the records on the parent table. But, now I'm stuck trying to implement step 4 in your response. The formula in the Concatenated ID field calculates as users key in a new overpayment record. I need that formula result to copy into the Deficit Record ID field to become the Key field on the newly added record.
I tried using a Dynamic Rule, but the Deficit Record ID is not populating. Therefore, I receive an error when I try to save the record because the Deficit Record ID is blank (and it is the required Key field). My rule is shown below.
I also tried to set up an automation, but I was unable to select my Concatenated ID from the Select field list shown below. What am I doing wrong?
Thank you, again, for your help!
Alexis Evans J
I'm sorry, but where am I supposed to use that? I cannot find it in any of the available drop downs. If I need to key it somewhere, I don't know where.
That was so easy!! I'm sorry I was a dummy and overlooked that. Thank you so much for your help!
I have made a lot of progress with my database, but now I'm stuck on a new piece. Balances being collected are in a parent table named Overpayments. There is a Balance Changes table where users will record any changes to the balance due (whether + or - ) as of a certain date. I added a field in the Overpayments table named "current balance due". I would like to update that field with the newest balance due whenever a change is added. Based on some other discussions threads I found, I tried adding a summary field to my existing relationship and named it "Maximum As of Date". However, how do I update the Current Balance Due with the specific amount associated to that "maximum As of Date?"
I hope I make sense. Thank you for your help!
Hello again! I'm getting closer! The last piece is still not working for me. Right now, here are my current dynamic forms rules. I tried adding a 4th rule that would update the Current Amount due whenever the balance was not cleared, but a balance change was added. However, it didn't work for me. I'm not sure if I'm just setting it up incorrectly or if it is being blocked by one of the prior two rules. Currently, the first three rules below are working as expected. Thank you in advance!
Alexis Evans J Phone (717) 671-5259