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DirkRuana's avatar
DirkRuana
Qrew Captain
7 years ago

Changing a status field based upon field content in a separate table

Hi: I am trying to stop the issuance of an invoice our client if we are still awaiting an invoice from a sub contractor.  Basically..... if purchase value is null..... then change status field in a...
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JakeRattner2's avatar
JakeRattner2
Qrew Trainee
7 years ago
Hi Dirk, 

What 'type' is the status field?

I'd start by bringing the 'invoice purchase value' into the table with the 'Status' field via a table-to-table connection.

If the 'Status' field is a formula field,   Then you can update the formula with an 'If-Statement' like: 
If([IsNull(Invoice Value),Old Status,New Status)
For the 'Old Status' argument in the formula you can paste in whatever formula you were previously using in the 'Status' field

If your Status field is a multiple-choice field will depend on your workflow, but you could use a form rule to prevent users updating the status to whatever status allows an invoice to be sent if the purchase value is null.

Let me know if you have any questions.

Jake Rattner | Solutions Architect
(847) 927-1427 | jrattner@quandarycg.com
Quandary Knowledge Base
  • DirkRuana's avatar
    DirkRuana
    Qrew Captain
    7 years ago
    Jake:

    I think your last suggestion is exactly what I am trying to do.

    I will let you know if my efforts are successful.

    Thank you,

    Dirk
  • JakeRattner2's avatar
    JakeRattner2
    Qrew Trainee
    7 years ago
    Great!  Let me know how it goes.
  • DirkRuana's avatar
    DirkRuana
    Qrew Captain
    6 years ago
    Hi Jake:

    Having trouble with the Form Rule.  It looks like I can hide a particular field (create Invoice), but I can't set up the conditions.

    I am trying to Hide [Create Invoice] in Work Order Form, if [Price] in Sub Table Materials is equal to zero.  I can't seem to modify relationship so [Price] is accessible.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    Have you made a summary field on the relationship to roll up the totals of the Sub table materials up to the Parent Invoice?