Field Required Based On Another Fields Value
I am attempting to make a field be required based on another fields value. IE: If the Field 1 = value of 1 , then Field 2 (date) is required , but if Field 1 value is 0 then field 2 (date) it is not required? ------------------------------ Scott Hunter ------------------------------User input formula field
Is there a way to create a field/column that is a required field, user input and formula field at the same time (without using automations or pipelines)? The scenario is I have 2 columns: Column 1 is a required & user input field. Column 2 is a formula field. If column 2 has value then column 1 can be left empty OR If column 2 has value, copy value to column 1 only if it is empty (since it is a required field) Or do I not have choice but to manually input a value in Column 1?
Update one User field when another one is updated
I have a app that shows who the current user is based on a State selected. In order to make sure I record the correct user at the time the record is created. I have created another field let's say user at time of creation. When a new record is created I want the user in the user field to update the user in the user at time of creation field. I put a form rule that says if User at time of creation is null, update user at time of creation with user in user field. However it is not working. Any ideas? ------------------------------ Carol Mcconnell ------------------------------Fields not populating from parent table for certain roles with View permissions
Hi, I have a form in a table "Documents". It has some fields that pull from a parent table "Tasks". In the Document form, the Associated Task field is multiple choice, with other Task lookup fields auto-populating when Associated Task is selected. I also setup an Add Document link in the Task form - when link is used, it opens Add Document form, and the Associated Task field in Document form auto-populates along with the other Task lookup fields. We have several other roles where we need to limit edit ability in both Documents and Tasks forms. We don't want these roles to edit the Associated Task field in the Document form. Our goal is for Administrator role to make Tasks for the other roles - those roles would select Add Document from within their assigned Task, upload a file to the Document record, then mark their Task as complete. We need the Task info to auto-populate in Document records so related task info is associated with each Document record, and we don't want the other roles picking the task info - they just need to view it in the Document record. The problem is that if I set Associated Task field permissions for the other roles to View, then none of the Task info populates in the Document form - it only populates if we set the Associated Task field to Modify. Is there a way for that data to populate in Document form when permissions are set to View? Here is the Add Document form from Administrator role view (full permissions), with Task fields auto-populated: Here is same form from other role view with all Task fields set to View only: Appreciate any help you can give. Thank you. ------------------------------ Diane Sinawi ------------------------------
Clearing data from multiple fields based on a selection in a drop-down field
In the app I am currently working on there are several sections where a user may select yes or no from a drop-down and if yes is selected, another section appears with data entry fields to be filled out. My client would like it so that if a user were to go back and change a yes to a no, that it would not only hide that section again but also clear any data entered in those fields. I am fairly certain I can do this with form rules, however, I wondered this could also be achieved via Pipelines? Which do you think would be cleaner? ------------------------------ Chris Swirtz ------------------------------
Updating a date field
I've run across something I thought would be more straightforward, but I can't find the resolution. I have a Sales CRM with a field for sales stage that is populated with by selections from a list (Lead, Proposed, Closed/Lost, Closed/Won, etc.). I have another field for "Close Date." When a user selects the Sales Stage as "Closed/Won" or "Closed Lost," I'd like the "Closed Date" field to be automatically updated to the current date. The only way I've attempted is using the "Today" function, but ever time I log in, it updates *all* closed opportunities to the current date. Is there a simple solution to this? ------------------------------ Michael Murphree ------------------------------
