Well, before you go un-raveling all the work you've done so far, I would start by building a new field to try out your formula. This way, you can do a report and compare the current field with the new formula field and see if your formula is coming up with the right results.
As for the formula, you seem to have outlined the following criteria:
If the "Balance Cleared" is unchecked and the "Current Balance Due" is blank, then the "Current Balance Due" is updated to the "Original Deficit Amount".
If the "Balanced Cleared" is checked, the "Current Balance Due" is $0.00.
If the "Balance Cleared" is unchecked and the "Maximum As Of Date" has changed, update the "Current Balance Due" to the "Total New Deficit Amount".
Is this correct? If so, it seems as there's an opportunity for the user to manually enter information into the Current Balance Due field. In what cases would this happen and where would the user get this information?
For the 3rd criterion, when you say you want to use Total New Deficit Amount when the Maximum As Of Date has changed, is there any other way you can explain this? Is it possible that the Total New Deficit Amount would always be used unless the Balance Cleared has been selected? Are there other cases when the Total New Deficit Amount would not be used?
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 /
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