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How to heck if other table has a certain attachment

  • Jun 8, 2022 12:18 AM UTC
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Hello, I have two tables [Client & Files] connected and I'm wondering if there's a way to check the Files table if certain "File Type" has been uploaded for that specific Client.

For example, the Client record has a status field that can only be set to "Complete" if a "Profile Picture" has been uploaded. 

Thanks in advance!



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Best answer by MarkShnierYou

So 1 Client has many files.  Make a summary field for "ANY" of where the filker is that the [File Type] is equal to Profile Picture.

Then you can have a form rule that says when the record is saved and the status = complete, then abort the save if [Any Profile pictures] is false

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Mark Shnier (YQC)
mark.shnier@gmail.com
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MarkShnierYou
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  • Jun 8, 2022 12:35 AM UTC
So 1 Client has many files.  Make a summary field for "ANY" of where the filker is that the [File Type] is equal to Profile Picture.

Then you can have a form rule that says when the record is saved and the status = complete, then abort the save if [Any Profile pictures] is false

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
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