ContributionsMost RecentMost LikesSolutionsRe: Require field update when record is savedThat seems like a LOT of extra work and Id like to not have to create extra fields. Is there no simpler way to just make some kind of a rule that says: If Next Contact Date isn't changed or clicked, abort save." ? ------------------------------ Marshall Azar ------------------------------ Re: Require field update when record is savedThe "note" field is just a blank field for contact notes. The main issue is the "Next Contact Date" field which is a calandar date field. Even if it stays the same, I want to make the form require that the field is clicked before the record can be saved. Purpose is to prevent customer contacts from going over SLA and forcing agents to HAVE to double check and edit the Next Contact date field if needed. Sorry if this doesn't answer your question fully. ------------------------------ Marshall Azar ------------------------------ Require field update when record is savedCan someone PLEASE help me out with this as I cannot figure it out. I'm trying to force a field to require an update when the record is saved and I cant figure out if I need a rule or to change the properties of the field itself. We have a contact record and it has a "Next Contact Date" for when the customer will need a followup. I want to set that field that it HAS to be edited/updated anytime someone adds a note and saves the record. I don't want someone to be able to save the record without updating that Next Contact Date field. Any help on this is appreciated. ------------------------------ Marshall Azar ------------------------------ Require field update when record is savedHello, I'm trying to force a field to require an update when the record is saved and I cant figure out if I need a rule or to change the properties of the field itself. We have a contact record and it has a "Next Contact Date" for when the customer will need a followup. I want to set that field that it HAS to be edited/updated anytime someone adds a note and saves the record. I don't want someone to be able to save the record without updating that Next Contact Date field. Any help on this is appreciated. ------------------------------ Marshall Azar ------------------------------ Require field update when record is savedHello, I'm trying to force a field to require an update when the record is saved and I cant figure out if I need a rule or to change the properties of the field itself. We have a contact record and it has a "Next Contact Date" for when the customer will need a followup. I want to set that field that it HAS to be edited/updated anytime someone adds a note and saves the record. I don't want someone to be able to save the record without updating that Next Contact Date field. Any help on this is appreciated. ------------------------------ Marshall Azar ------------------------------ Re: "Grey Out" options based on 1st option chosenPERFECT !!! Thank you so much Mark. ------------------------------ Marshall Azar ------------------------------ Re: "Grey Out" options based on 1st option chosenI would LOVE to do that, but unfortunately there's ANOTHER issue that I can't figure out how to make it work with a drop down. These account managers work with different clients. Some clients don't qualify for ALL the discounts so I was able to make a rule where depending on WHICH client is selected, certain discounts become hidden and the account managers can only select discounts available to that client. But, I could only get it to work with a checkbox for the discounts. If you know a way I can limit what options show in a drop-down based on the client selected, please tell me as that would solve this issue and give me a layout that's cleaner. FYI. the client list is a separate drop-down field. ------------------------------ Marshall Azar ------------------------------ "Grey Out" options based on 1st option chosenHello, I'm designing a form where an account manager can request a discount for their client. What I DON'T want is them to be able to select multiple discounts. I have the fields and table set as follows: Fields (Checkbox format) 30% 40% 50% 80% I want the form to work that once they select a discount (any) it will grey out ALL the others and if they want to select a different one, they need to Un-check the one currently selected first. I was trying to use dynamic rules and it seemed to work for the first entry but then I got a message saying 1 rule would overwrite another when I tried to add a 2nd rule. The rule I set which threw the error was: When 30% is checked, make 40%, 50%, and 80% read-only (This one worked great) I get the error when I try to add: When 40% is checked, make 30%, 50%, and 80% read-only. I hope I'm explaining correctly, I attached a screenshot for clarification. Any help you can provide would be great. ------------------------------ Marshall Azar ------------------------------