Make field data permanent
Hello! We want to create a Formula-Checkbox field that is true when a certain trigger occurs, when it "switches" we want it to stay switched and never change back. Is that possible with QB? For...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIf all editing is done on forms, then you can have a form rule.
When Multiple conditions are true
When the user is not in the role administrator.
When [Status] = Stage 2
Action
Make Read only [ Status]
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Mark Shnier (YQC)
mark.shnier@gmail.com
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When Multiple conditions are true
When the user is not in the role administrator.
When [Status] = Stage 2
Action
Make Read only [ Status]
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
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This is super helpful but it would not be in a form. We would want the field to auto populate once the criteria is met.
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Gelo
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Gelo
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- MarkShnier__YouWhat are the Criteria, How about a Pipeline that runs each night or on a trigger when the record is edited to set that field if the criteria is met.
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Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------- We are a mortgage lender so we want to track where a loan is throughout the life of the application process. For historical analysis, we want to say "ok, so loan ABC was marked as "Approved" in the "Current Status" field on 4/21/2022. It was marked "Funded" in the "Current Status" field on 5/21/2022. Therefore we know it took 1 month from being approved to funding."
As it stands now, we have no way of storing that historical data because it overwrites the "Current Status" field. We are looking for a way to log that current status field data so we can query off it.
I hope this makes sense!
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Gelo
------------------------------- MarkShnier__YouDo you need to just see this visually in necessary, or does this need to be a clean field that you can run reports on? Also is all editing done One-by-one" on a form or do you sometimes use Grid Edit?
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Mark Shnier (YQC)
mark.shnier@gmail.com
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