Edit a field 1 time
I have a Date field called Date Investigation End and a check box called All Recommendations Sent to Leader. I would like that when the check box is checked, it puts today's date in the Date Invest...
Forum Discussion
You will want to use a 'dynamic form rule' to accomplish this.
Just add your logic the conditions and then make the action populate the date field with "today".
You might have to make a 2nd rule that makes things read-only when the date is populated and for specific roles.
Just add your logic the conditions and then make the action populate the date field with "today".
You might have to make a 2nd rule that makes things read-only when the date is populated and for specific roles.
- Thanks! I had the first rule to fire the change but couldn't think of a way to only make the fields editable by an administrator after the first change. That's why I love this community and being able to bounce ideas off other QB users.
