Dynamic Form Rule to Display Message

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I am having trouble setting up a Dynamic Form Rule.

I want a message to be displayed whenever a record is saved. Why isn't this an option that I can select? When I choose the condition of a record being saved, my ability to select the option of "display a message" goes away.

The reason I have not selected another condition is because this a form with many numeric formula fields, that are using lookup fields to do math.

Every time i assign the form rule's condition to be based on a field (usually a lookup field from another table) it does not fire correctly when the records are saved.

Any ideas on how to rectify?
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Ashley Asante

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Posted 6 months ago

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Noah McBride

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Have you tried having a Message Display when the Final Field that requires input is not equal to <blank> ? This seems like the most straightforward way to solve this.

You could also create a Formula - Checkbox that is equal to True when all of the required fields are not equal to <blank> and then have your Message Display when the Formula Checkbox changes from unchecked to checked.
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Ashley Asante

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I think the issue was the field my rule was based upon is a lookup field to another table. So you're right --- I had to create a field based on data from the table I was working from. Thank You.

Are you aware of any html or imaging I can use with this Pop Up Message?
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Matthew Neil

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Be aware that if you have multiple 'when the record is saved' form rules, they might be conflicting.

As far as the formulas not calculating right away, this could also be a result of too many form rules, or complicated formulas.

Sometimes I see this when a browser is running slow because of too many formulas and/or too many other processes (tabs) running.

Matthew Neil - Product Specialist