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Edit a field 1 time

  • 1.  Edit a field 1 time

    Posted 04-12-2018 15:47
    I have a Date field called Date Investigation End and a check box called All Recommendations Sent to Leader. 
    I would like that when the check box is checked, it puts today's date in the Date Investigation End. 
    I only want it to do this the first time the box is checked, If it's checked today the date is 4/12/18 and it's un-checked and re-checked tomorrow I don't want it to change to 4/13/18. 
    Also, I only want a certain role to be able to edit the Date Investigation End date field (manually not through the checkbox) after the first time it is edited by the check box.

  • 2.  RE: Edit a field 1 time

    Posted 04-12-2018 15:55
    You will want to use a 'dynamic form rule' to accomplish this.

    Just add your logic the conditions and then make the action populate the date field with "today".  

    You might have to make a 2nd rule that makes things read-only when the date is populated and for specific roles.

  • 3.  RE: Edit a field 1 time

    Posted 04-12-2018 16:22
    Thanks!  I had the first rule to fire the change but couldn't think of a way to only make the fields editable by an administrator after the first change.  That's why I love this community and being able to bounce ideas off other QB users.