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When check box is checked, record/add record in another field?

  • 1.  When check box is checked, record/add record in another field?

    Posted 08-31-2017 18:37

    I want to create a formula field, that checks to see if a checkbox is checked, then if so, records the value of a different field (than the checkbox field). The the field i want to record is a summary field so it will be changing. I'm trying to record it once a week in the same form/table


  • 2.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 18:50
    Is this checkbox a data entry field or a formula field.


  • 3.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 18:53
    The checkbox would be data entry. 


  • 4.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 19:00
    Sorry, I should have asked this too, Entry on a form or grid edit or both.


  • 5.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 19:55
    NO problem! thank you for helping. I would think both - mostly would use grid edit so i could capture the data for multiple records without having to go into each one. Im basically trying to capture payroll hours in another table on a per week basis so i can use them to make estimates


  • 6.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 20:26
    I suggest an Action.

    If you have not used them before, they are simple, except for what you need to do there is a little cheat that you have to do.

    The Actions can edit other records.  The implication on the setup screen is that they need to be child records.  That is just to make it KISS for regular.

    The issue is that there seems to be no way to edit the record you are on. It lets you add a record or edit related records.

    But "no problem".  The child records are just defined by any report link field.

    So make a report link field to define the set of records to be edited as simply the record you are sitting on.  So on the right aside you have [Record ID#] and then on the left side navigate to the app and then the [Record ID#] field.

    Then create an edit to edit the Record(s) ( well there will only been one) .

    Note that the action will fire a nanosecond after the record is saved and re-displays, so you may have to F5 refresh the screen to see the effect of the Action.

    This will also work for Grid edit too.


  • 7.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 21:25
    Thanks I will give it a shot!


  • 8.  RE: When check box is checked, record/add record in another field?

    Posted 08-31-2017 21:29
    Actions are pretty neat. Worth exploring.  The reason that they did not allow easy editing of the record you are on is because it is very easy to set up an Action triggers when a record is edited, which will edit the record and then trigger the action to edit the record which will edit the record and trigger the action to.... well you get the idea.  Try not to make a looping Actions or it will error out after 10 loops  and email you.