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  • 1.  dynamic form rules setup for payment table

    Posted 07-25-2017 20:43
    I'm looking for someone to help me with setting up a dynamic form rule that will do the following. 

    When Payments Made equal Total Invoice, then do not allow any more payments. 
    I'm also going to need I believe in adding a linkage to related invoices and payment ID to do this, so someone will need to walk me through that as well.


  • 2.  RE: dynamic form rules setup for payment table

    Posted 07-25-2017 22:23
    You can do this using summary fields and form rules


  • 3.  RE: dynamic form rules setup for payment table

    Posted 07-26-2017 14:46
    how?


  • 4.  RE: dynamic form rules setup for payment table

    Posted 07-26-2017 14:54
    by creating a summary filed of total amounts paid, and having a form rule hide the add payment field when the total  equals the invoice amount. let me know if you need more help.


  • 5.  RE: dynamic form rules setup for payment table

    Posted 07-26-2017 14:55
    but if i go into add a payment for first time wouldnt the totals be equal at zero and would hide that button?


  • 6.  RE: dynamic form rules setup for payment table

    Posted 07-26-2017 14:58
    No, It will only be hidden once the invoice amount is hit.