need form to reset when status changes

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered
On my form I have a field with different statuses:  Business Owner Review, Committee Review, Executive Signature, and Approved Final.

I also have an attestation checkbox that a business owner has to check that they have reviewed their desktops.  This has to be done annually.  I have a form rule that states when next review date is current + 60 days to change status from approved final to business owner review.  When this happens, I need the fields to "reset" so that a business owner can check the attestation box and change the date to when they did that.  When I used the form rule if status = business owner review then change attestation checkbox to uncheck.  But now, it can't be checked.  I need help in figuring out how to reset the form when status goes to business owner review.

Thank you in advance,
Sandy
Photo of Sandralee

Sandralee

  • 0 Points

Posted 3 years ago

  • 0
  • 1
Photo of Jeff

Jeff

  • 20 Points
Hi Sandy,

If you use the form rule "When the record is saved" and add a condition, theres an option for "Has been changed from". This option should get the form rule to work in the fashion you're looking for. The link below is a screen shot to a similar rule.

http://www.screencast.com/t/gnFiRNvlWsA8


Best,

Jeff