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Listing Required fields not completed

  • September 18, 2019
  • 0 replies
  • 131 views
I am in need of some brain power to figure out how to go about listing all required fields not completed.

For a Work Order to be deemed "Active", several different fields must be completed. These fields range from fields within the actual Work Order form, to fields from other tables related to the Work Order.

I understand that I can make these fields Required for data input by customizing the forms, but I don't think that will allow me to accomplish what I need.

If I block the work order from being submitted (record being generated), then I have won't be able to work with them in the system.

I can require a bare minimum of fields just to get the work order generated (record created), but I need some way of identifying which fields I am still lacking in order to deem the Work Order as active.

I need to create a report that lists which fields I am requiring to be filled in are currently not completed. As a field is completed, that list shrinks, only showing the ones that are not completed.

Example:

For data input, I will require a bare minimum of:
• Client Name
• Client Phone
• Client Email

This will allow the work order to be generated, but unless all the required fields are completed, it won't be in an Active status.

The other fields that are required to be completed (not for data input, but to be considered in an Active status) are:
• Location
• Area
• Date Scheduled
• Tech Scheduled
• etc ....

Not all of those fields are in the actual work order. Some are from various tables all related directly or indirectly to the Work Order.

Hopefully that makes sense.

Thank you to all of you for pointing me in the right direction.


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Andrew
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This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+22
  • MarkShnierYou
  • Quickbase Alumni
  • September 18, 2019
Yes, that is a great technique.  A sure way to get hated around the company water cooler is to make users fill out 100 fields before they can save.  It's very unfair to the user experience.  So as you suggest, a better way is to put a field at the top of the form for warnings or exceptions - whatever you call it and then using a form rule do not allow them to Submit (ie flag the record is being ready for the next step) until they clear the warnings.  You can use form rules to hide the warning field if its blank to close up the space.

Here is an example of such a warning. this would be a formula Rich Text field.

var text Exceptions =

List("<br>",

If(Trim([Project Name])="","Missing Project Name"),

If(Trim([Channel])="","Missing Channel"),

If(Trim([Company])="","Enter your Company"),

If(Trim([Branch])="", "Missing Branch"),

If(Trim([Account#])="", "Missing Account#"),

If(Trim([Territory Sales Rep Code])="", "Missing Sales Rep"),

If(Trim([Project City, Prov])="", "Missing Project City, Prov"),

If(Trim([Cost Centre])="", "Missing Cost Centre"),

If(Trim([Attention:])="", "Missing Dealer Attention Name"),

If(Trim([Attn. Email:])="", "Dealer Attention Email"),

If(ToText([Suggested Resale to Dealer ($)])="0", "Missing Suggsted Resale to Dealer"),

If(Trim([Volume Opportunity])="", "Missing Volume Opportunity Detail"),

If(ToText([Competitor Price ($)])="0", "Missing Competitor Price"),

If(ToText([Expected Ship Date])="", "Missing Expected Ship Date"),

If(Trim([Delivery Terms])="", "Missing Delivery Terms"),

If([# of Missing CSP Product Descriptions] > 0, "Some Attributes are Missing Descriptions"),

If([Pictures or Samples?]="", "Please specify if sending Samples or Pictures in Attributes Section"),

If( (Contains([Pictures or Samples?], "Both") or Contains([Pictures or Samples?], "Pictures")) and [# of Pictures Attached]=0, "Please attach Missing Pictures under Project Notes / Docs / Pictures Tab"),


If([Sort of Status Choice]=7 and Nz([Price for Customer Acknowledgement Form])=0, "Price for Customer Acknowledgement is Missing"),

If([Sort of Status Choice]=11 and ([Item # Setup by MFA])="", "Missing Product Code")

)
;


If(Trim($Exceptions) <>"" 
"<font color=Blue><b>The submit button will appear in View mode when the Warnings are cleared</b><font color=Red><br>" & $Exceptions )

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier. Your Quickbase Coach
    EverettPatterso
    Forum|alt.badge.img+10
    What type of field are you using for the Status? You should be able to make a formula text field as the status, and use that as a filter for the report. If the status is Inactive then show on report. 

    Status field (formula text)
    If(
    [Location]="", "Inactive",
    [Area]="", "Inactive",
    [Date Scheduled]="", "Inactive",
    [Tech Scheduled]="", "Inactive",
    "Active")


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    Everett Patterson
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