Hi -- I'm trying to create what I thought would be a simple rule to display a message when a record is opened, if a field is set to a certain value. I can't get the rule to work, but as I have been troubleshooting, I have found certain field types work and others don't. So far, I see that checkbox fields seem to work, but formula-based checkboxes and multiple choice text fields don't. Can someone explain why this is, and if there is a work-around? I would like my message to be based on the a formula-based checkbox being checked.
Solved
Dynamic form rule inconsistency- (display message on open)
+4Best answer by LauraThacker
No, there's no "conversion" for legacy forms to move to new forms; you have to rebuild.
Make sure your Rule is at the top is my next-best suggestion; I've had rules not working in the past and then by moving them; I see magic happen.
Also submit a Support Ticket if moving the Rule does not work - verify this is a bug (or intended behavior).
+12Are you using new-style forms or legacy forms? Can you replicate this behavior in different browsers? Have you tested your rule in both NS and LS forms? Is there a difference? Please submit a support ticket if this is cross-browser and different behavior in New Style forms v. Legacy forms.
If this is a critical behavior, consider using the form style that it works in until there is another fix. Also; consider a formula-field for the message if it should be displayed on the screen rather than as a "pop up" type message for example. Formula-fields relying on Formula-fields to output a value should work regardless of the Form Style your users are using.
+24Form rules on Legacy forms (less sure about New Forms) typically do not work on fields which are not on the form. Especially if they may change based on data entry fields changing on the form. So the first thing to do is put those formula fields on the form. If that solves the problem, then just put them in a section on the forum called "Required for form rules" and then make a rule that will cause that section to always be hidden. As long as it's on the form the form will see the fields, even if hidden.
+4Thanks -- moving it to the top worked. Why? I have no idea, since the rule based on only the checkbox worked at the original position. Thanks for the answer!
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