If/Then

Question

I am trying to make an amount paid field autofill based on another filed if a I select a certain status. If that status is not chosen, I want the ability to fill that field in manual.

Example,

If "paid" then autofill AMOUNT PAID from Amount billed field (means record is paid in full). I did this and that works fine. But if I chose a status other than "paid" I want to be able to manually enter an amount in the AMOUNT PAID field as it may not be paid in full or not yet paid but I need to change the status to indicate that I am working on that record so do not want a paid amount in that filed yet.

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Frank Popoli Jr
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markshnier__you · Answer

Have you tried making the field [amount paid] a data entry numeric field and using a form rule to populate it. It sounds like you may be using a formula field.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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dwightmunson1 · Answer

I know it's not the answer you're looking for, but I assume that if a partial payment can be made, then more than one could be made. I would then make a payments child table and roll up that summary into your formula Amount Paid field.

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Dwight Munson
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donlarson · Answer

I will second the solution from Dwight.&nbsp; It is a common problem that I have had to deal with.This is the basic architecture.&nbsp; The Payment Type table is real important as there is always a management need to describe the money received for Revenue Recognition purposes.------------------------------Don Larson------------------------------

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If/Then