Forum Discussion
MikeTamoush
3 months agoQrew Commander
Can you just have a summary field check to see if a review exists during the current year, and simply hide that add review button if one exists? (Or you can even make a formula rich text button that says 'Add Review' when does not exist, or 'Edit Review' when one does exist.
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Mike Tamoush
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- AlexWilkinson3 months agoQrew Assistant CaptainI heartily endorse Mike's suggestion of a smart button that displays as "Add..." if no record exists and as "Edit ..." if it does. From a user's perspective, it's easy to understand and easily leads to the right behavior. I use buttons like that A LOT with excellent results.Alex
- AmyGosz13 months agoQrew Trainee
Can't believe I tried to make this so hard. I already have a field for 'days till next update is due' so I created a form rule that says if the # of days <= 61, then show the Add Annual Review button.
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Amy Gosz
------------------------------- MikeTamoush3 months agoQrew Commander
You can also put that in an if statement in the button itself:
var text URL = Add Record URL;
If([# of Days]<=61, $URL,"Review not Due")
Just in case you want to use the button in a report or something, it will still be hidden.
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Mike Tamoush
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