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  • 1.  Make field data permanent

    Posted 04-21-2022 09:20
    Hello! 

    We want to create a Formula-Checkbox field that is true when a certain trigger occurs, when it "switches" we want it to stay switched and never change back. Is that possible with QB?

    For example if there are 3 stages of a record like stage 1, stage 2, stage 3...when it switches to stage 2, we want it to stay stage 2 even if it goes back to stage 1 or to stage 3. Basically, once it hits that trigger, the field locks. 

    Thanks so much,

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    Gelo
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  • 2.  RE: Make field data permanent

    Posted 04-21-2022 11:38
    If all editing is done on forms, then you can have a form rule.

    When Multiple conditions are true

    When the user is not in the role administrator.
    When [Status] = Stage 2

    Action
    Make Read only [ Status]
     



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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Make field data permanent

    Posted 04-21-2022 16:35
    This is super helpful but it would not be in a form. We would want the field to auto populate once the criteria is met.

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    Gelo
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  • 4.  RE: Make field data permanent

    Posted 04-21-2022 16:39
    What are the Criteria, How about a Pipeline that runs each night or on a trigger when the record is edited to set that field if the criteria is met.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 5.  RE: Make field data permanent

    Posted 04-21-2022 16:59
    We are a mortgage lender so we want to track where a loan is throughout the life of the application process. For historical analysis, we want to say "ok, so loan ABC was marked as "Approved" in the "Current Status" field on 4/21/2022. It was marked "Funded" in the "Current Status" field on 5/21/2022. Therefore we know it took 1 month from being approved to funding."

    As it stands now, we have no way of storing that historical data because it overwrites the "Current Status" field. ​We are looking for a way to log that current status field data so we can query off it.

    I hope this makes sense!​​

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    Gelo
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  • 6.  RE: Make field data permanent

    Posted 04-22-2022 19:21
    Do you need to just see this visually in necessary, or does this need to be a clean field that you can run reports on?  Also is all editing done One-by-one" on a form or do you sometimes use Grid Edit?

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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