auto flag checkbox fields via tresholds
Any suggestions for the following challange. I'm working on a change request application. It;s not unlikely that requests that meet certain criteria will need to be 'auto-approved' ie cost < $50 ...
Forum Discussion
You are on the right track. Do not hard code threasholds in form rules.
While you can use Application variables, they are very obscure and only visible to Admins, so i do not recommend that approach..
I would have a new table called Approval thresholds. Make 1 record and then via access permissions lock everyone, including the admin role from adding or deleting records.
The Record ID will be #1.
Make a formula numeric field in your details table with a formula of 1. Then make a relationship using that field back to the Threasholds table.
Then add create any new fields you like for any threshold limits on that Threshold record and look them up down to your details records. You might consider if you want to snapshot them.
While you can use Application variables, they are very obscure and only visible to Admins, so i do not recommend that approach..
I would have a new table called Approval thresholds. Make 1 record and then via access permissions lock everyone, including the admin role from adding or deleting records.
The Record ID will be #1.
Make a formula numeric field in your details table with a formula of 1. Then make a relationship using that field back to the Threasholds table.
Then add create any new fields you like for any threshold limits on that Threshold record and look them up down to your details records. You might consider if you want to snapshot them.