Hello,
Each client within my app has a form/page with centralized information. On this form, there are many sections, including a section for files. Based on our company policy each active client needs to have a consent document signed for us to offer services. We want to be able to flag for our staff if a client form is missing a consent document.
I figure I can use the IsNull formula, but I'm not completely sure how to leverage it.
We have a checkbox formula set up to indicate whether an uploaded file is categorized as a consent document. Is there some way I could use this checkbox field with the IsNull formula to indicate if a client is missing their consent document?
Any other ideas on how to gather this information? Thank you in advance!
Abby :)
