I've got a checkbox that says someone is "Competent to Work".
They are competent to work based on a few values but, we want to make it so that if they modify one of those values, the "Competent to Work" value goes from checked to unchecked.
I can do this using form rules and it works quite well - I'm using:
"when the record is saved - and "Position" has been changed" - change "Competent to Work" to "unchecked".
The problem here is that if someone creates a new record from scratch and sets "Position" to any value and then checks the box for "Competent to Work", the check gets undone after we've saved the record.
This appears to be because "Position" starts off as blank on a new record and when you set it to a particular value, it's like that value has been modified - therefore it triggers the rule to uncheck my "Competent to Work" value.
I've tried a couple of things like - if "Position" has been changed and "Date Created" is equal to or less than the current date ... and similar ideas... but I still can't stop the checkbox from being unchecked while having this rule active.