Forum Discussion
MCFNeil
8 years agoQrew Captain
MANNY, how you been? Sorry, its taken me 13 hours to answer this.
You will want to make sure your Vendors are connected to a "State", and that the Claim also has a "State" that match exactly. Then if the claim has the "Type" that you are using for the other conditional behavior you will combine those both into a formula text field.
Basically, you will have 2 formula text fields that have identical outputs.
[State]&"-"&[Type]
One field will be on the claim and one will be on the Vendor. Then make the conditional value be dependent on the formula field you just made.
Let me know if that make sense.
You will want to make sure your Vendors are connected to a "State", and that the Claim also has a "State" that match exactly. Then if the claim has the "Type" that you are using for the other conditional behavior you will combine those both into a formula text field.
Basically, you will have 2 formula text fields that have identical outputs.
[State]&"-"&[Type]
One field will be on the claim and one will be on the Vendor. Then make the conditional value be dependent on the formula field you just made.
Let me know if that make sense.
MannyCruz
8 years agoQrew Assistant Captain
Not quite, there is only one tie to claims (Technically 2 cause its many to many), there are about 6 or 7 vendor types and it is just a multiple choice field. So when we input a new vendor into that vendors list they are associated with a certain "type".
So Bob Smith is and IA in that Vendors Table
and John Doe is a Defense counsel in Vendors Table
Not sure if I am explaining this right or not
-Manny via other user
So Bob Smith is and IA in that Vendors Table
and John Doe is a Defense counsel in Vendors Table
Not sure if I am explaining this right or not
-Manny via other user