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  • 1.  Log Date a file attachment changes for expiration

    Posted 07-02-2019 10:23
    I have a file attachment under a company record for Certificate of Insurance.  I need to log a Certificate of Insurance for each of my installers.  I need an expiration date which I want to be 1 year from the date we upload the COI.

    So lets say Installer A has a COI uploaded today (7/2/19).  I want to auto set a field titled COI Expiration 7/2/20 this way I can generate a report via subscription on that to see overdue COI's and work on getting them resolved.

    But in the dynamic form rules I cannot find any triggers for when a file attachment changes.


  • 2.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 10:56
    You can make a formula text field called File Name with the formula

    ToText([My file attachment field])

    But if the actual name of the file attachment does not change when a new file is uploaded, I don�t think that the form rule would fire.


  • 3.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 14:58
    I am trying to modify a date field, not text.


  • 4.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 15:36
    I understand that you are trying to modify a date field. 

    But you were saying that the file attachment field does not seem to be an option to use on form rules.  

    So I suggested making a formula text field and using that formula text field in the form rule.


  • 5.  RE: Log Date a file attachment changes for expiration

    Posted 07-03-2019 10:11
    Understood, but how would I update the based on this?


  • 6.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 11:48
    Can you do anything with form rules and file attachments? I think you'd want to use an automation in this case.


  • 7.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 14:58
    I tried this but the field is in the same table.  Automations seems to focus on child tables


  • 8.  RE: Log Date a file attachment changes for expiration

    Posted 07-02-2019 12:06
    If you were to store your COI's as child-table records against a parent record; you could eliminate all these problems.  Store documents as a child table; and have them tagged by a multiple choice field. Then use summary fields to pull back to the parent expiration dates.  You can calculate the expiration date with a formula like this:

    Case(true,
    [Type] = "COI", AdjustYear(ToDate([Date Created]),1)
    )

    You would then build a Summary field to pull back the Maximum [Expiration Date] field value where [Type] = "COI".  This way you can have different document types; but leverage the summary fields to pull back dates into dedicated-fields for use with your subscription reports.

    Alternatively; each time you upload a file; populate a date field for the date it was uploaded and then use the same AdjustYear() function in another formula-field to use in subscriptions.