JordanBeatty1
8 years agoQrew Captain
Dynamic form rule trigger on field changing
So for this scenario we will have two companies A and B, and 2 different payment methods, 1 and 2. Default payment method is stored in the company table, though they are not limited to it. So for example Company A uses default payment method 1 and Company B uses default payment method 2. Although, Company A could use payment method 2 and vice versa.
Currently I have a form rule that says when the Company selection field is no longer blank when creating an activity copy, whatever value is in a text look for default payment method for that company into the payment method field. So if I selected Company A, payment method 1 would fill in, and if required we could change it to payment method 2. This is great if you select the right company the first time.
What am I wondering is how to have it continuously update whenever the company selection changes. If you miss clicked and selected company A it would fill in payment method 1. Though, if I updated my company selection to B, it won't change to payment method 2. Is it possible to trigger a dynamic form rule whenever a field changes instead of just no longer being blank? Sorry, if I was not clear.
Currently I have a form rule that says when the Company selection field is no longer blank when creating an activity copy, whatever value is in a text look for default payment method for that company into the payment method field. So if I selected Company A, payment method 1 would fill in, and if required we could change it to payment method 2. This is great if you select the right company the first time.
What am I wondering is how to have it continuously update whenever the company selection changes. If you miss clicked and selected company A it would fill in payment method 1. Though, if I updated my company selection to B, it won't change to payment method 2. Is it possible to trigger a dynamic form rule whenever a field changes instead of just no longer being blank? Sorry, if I was not clear.