Dynamic Form Rule based on Master Table Multi-Select Field does not work

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  • Updated 1 year ago
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I have a master table Client.
I have a details table Merchant Accounts (MIDS for short).

One Client has 1-to-n MIDS.
Client has a multi-select field: Services

My goal:
  • Based on the value of Client - Services, hide a field in MIDS form.

What I've done so far:
  • Define 1-to-n relationship from Client to MIDS.
  • Added Client - Services as a lookup field.
  • Client - Name by default was added as a lookup field and a reference proxy.
  • MIDS Main Form, tried adding a dynamic rule based on Client - Services lookup field.
  • I get an error: "There are no compatible fields".
Here are the screenshots:

Photo of Sharmila Velamur

Sharmila Velamur

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Posted 1 year ago

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I suggest making a formula Checkbox field to evaluate your condition and using it in the form rule

For example a field called [Cats?]

Contains(ToText([Select all your favorite pet types]), "cats")