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Wallace__DHS_Ye's avatar
Wallace__DHS_Ye
Qrew Trainee
3 years ago

Custom Data Rules and Lookup/Summary fields

Is there anyway to get around the limitations with custom data rules and summary and lookup fields?

For example I have a Task table that has the projected number of hours a task should take. I then have an assignment table where actual assignment hours are billed against the projected. I was trying to have the system restrict users from assigning any hours that went over the projected hours.  However the issue I am running into is since the projected hours is a lookup from the task table, the custom data rules are not firing correctly. Wondering if anyone else has run into this problem and figured out a work around?

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Wallace (DHS)
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Custom Data Rules
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    3 years ago
    The lookup field knows the value of the total of the records that have been previously saved.
    In Add mode your record knows how many additional hours the user is proposing to add.

    So if you add those two together in a formula field, you can have a form rule Abort the save.

    Bur this will only work in Add mode, not edit mode.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • Wallace__DHS_Ye's avatar
      Wallace__DHS_Ye
      Qrew Trainee
      3 years ago
      Ahh okay gotcha. I'll try that out - Thanks Mark!

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      Wallace (DHS)
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