Forum Discussion
JakeRattner2
7 years agoQrew Trainee
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 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
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
7 years agoQrew Captain
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
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