dynamic form rules setup for payment table

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
I'm looking for someone to help me with setting up a dynamic form rule that will do the following. 

When Payments Made equal Total Invoice, then do not allow any more payments. 
I'm also going to need I believe in adding a linkage to related invoices and payment ID to do this, so someone will need to walk me through that as well.
Photo of Ryan

Ryan

  • 940 Points 500 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of ARYEH ZELCZER

ARYEH ZELCZER

  • 332 Points 250 badge 2x thumb
You can do this using summary fields and form rules
Photo of Ryan

Ryan

  • 940 Points 500 badge 2x thumb
how?
Photo of ARYEH ZELCZER

ARYEH ZELCZER

  • 332 Points 250 badge 2x thumb
by creating a summary filed of total amounts paid, and having a form rule hide the add payment field when the total  equals the invoice amount. let me know if you need more help.
Photo of Ryan

Ryan

  • 940 Points 500 badge 2x thumb
but if i go into add a payment for first time wouldnt the totals be equal at zero and would hide that button?
Photo of ARYEH ZELCZER

ARYEH ZELCZER

  • 332 Points 250 badge 2x thumb
No, It will only be hidden once the invoice amount is hit.