An alternative approach is to use a Pipeline.
Qrew LegendTry two forms rules, both starting with
When the record is saved"
and then set the condition and the action.
Mark,
Below are the two form rules I have set up ---- When I edit a record -- record_A and set the conditions for Form Rule A to "fire" AND save the record_A -- nothing happens -- however - when I then go back and select Edit record_A and immediately Save record_A --- the rule "Fires" - BUT --- it should "fire" when I initially Saved Record_A ---- both form rule work -- if I take the extra step of "reediting" and saving.... thank you again for any advice
Form Rule A
Expression Formula
[checkboxfield_A]=true and
[Checkbox_B]=false and
[Fileattachment1]<>"" and
[Fileattachment2]<>""
Then Change Value on [Checkbox_B] to "checked"
(checked) Run change actions when a condition changes from false to true
Run this rule when someone:
Record open, record save, or field value change
Record edit or record add (note: grayed out -- not able to select)
checked Record save
Record save after validating
Form Rule B
Expression Formula
[checkboxfield_A]=true and
[Checkbox_B]=true and
[Fileattachment1]="" or
[Fileattachment2]=""
Then Change Value on [Checkbox_B] to "unchecked"
(checked) Run change actions when a condition changes from false to true
Run this rule when someone:
Record open, record save, or field value change
Record edit or record add (note: grayed out -- not able to select)
checked Record save
Record save after validating
Mark, it may be an issue when a File Attachment field is used in a form rule "firing" when saving a record. Again, after saving the record -- if I edit and save the record again the rule "fires" --
Qrew LegendAre you saying that the formula checkbox depends on whether or not a file attachment exist? Can you rebuild the form rule to directly look at that attachment field?
The same issue -- unless the file already exists in the record -- if no file exists in the record -- and I edit the record and add a file -- when I save the record -- I want a checkbox field to change to True --- this does not happen -- unless I reopen the record in edit mode and save - then the form rule fires.
