Displaying Values in Proxy Field
I have a Text (reference proxy) field that displays the values of a table via a relationship. The table has two fields "Brand" and "Percent". I have successfully created the table relationship and the dropdown is showing the values as expected. The issue I am having is when I select a Brand name the Percent value goes away from the dropdown after selecting it. Is there a way to display both the "Brand" and the "Percent" after value selection?Rich Text Button with rounded edge
I have been working to move to the new forms, using our own buttons and Iforms to control user workflows. The problem I'm having is one of formatting Rich Text buttons. Formular URL buttons (when used in new forms) automatically fit the width of the column, and have rounded edges. They can be made to look better by placing them in a column of their own to constrain the width, but the problem comes when using Formula Rich Text Buttons. I can make it the same general width to fill the space, but the corners are square. - see screenshot Does anyone have a recommendation on how to round the ends to look like the Save & Close in the screenshot here? The current code of the Save & Keep Working button is below "<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: #1b8b0a; border-radius: 5px; color: #ffffff; display: inline-block; padding: 5px 0px 5px 0px; width:180px; text-align: center; text-shadow: none; border: 2px solid #1b8b0a; font-size: 12px \"href='" & $URL & "'>Save & Keep Working</a>"
Filtered Dropdown on Form
Hi everyone, so I am trying to create a dropdown for user to pick in a form and the dropdown need to be filtered from user previous selection. But if previous selection is not selected, user still be able to pick the dropdown and select from it. To make it easier to understand, let say I have a form (in table called Main Table) with three dropdowns (State, County, and City from three tables) and State < County < City. If user pick Texas in State, then County dropdown will filter to only show Counties in Texas. But if user decide not to pick anything in State, the County dropdown will show all County in every states. Then if they pick Dallas County then City will filter to only cities in Dallas County and State will still be empty. I am aware of Conditional Value (in Field Settings) but it requires user to first pick State in order to pick County. I am open to any suggestion and solution. Feel free to ask if you need me to explain more.Child Table Records as Source for DropDown List
I have a two table setup that I would like to display multiple dropdown fields on my parent table form. I would like these dropdown fields to be populated with the records in my second table. This table will only contain the source for the dropdown fields. The table contains two fields "Name"and "Percent". Is it possible to display only the records in the dropdown that have the value "3" in the percent field in some fields and only the records in another field that have "5" in the percent field? Do I need to create a relationship for this? Thanks Brian
Getting stuck on this form rule...
I have AND statements nested in an OR statement and it is not working. I initially simply tried to say: If "Asset Sub number" is anything other than 0 and "Should this asset share a tag with Master" = "Yes" then make "Send Tag to FA team" editable. OR if "Contact (First Last Name)" is not blank AND "Tag will be mailed to this address" is not blank then make "Send Tag to FA team" editable. This did not work and so I elaborated on the above as shown in the screenshot. That too does not work. As soon I type in a Contact (First Last) name, the "Send Tag to FA team" becomes editable. You can see from the OTHERWISE statement that it did not read my logic correctly at all. How do I fix this? Thanks!
EOTI Email Help
I have an email that I am sending out to customers that is from the Verifications table. I am pulling the info to verify from the Quotes table and all of that is fine. I also need to pull several fields from the Guests table, which is a child of the Quotes table (I have a summary table in Quotes of the Guests that are included on that particular quote). I cannot get the Guests pulled over into the verification email (which originates from Quotes). #1 When I try to actually pull the summary table from Quotes, it shows up as No Permissions when the email comes through (due to being EOTI). #2 I, for the life of me, cannot recall how to pull the individual fields over instead of using the table? Maybe that will allow me to include them in the email? I have attached pics. I am using 2 pipelines and a notification. Also, how do I clear out the responses on the verification after each entry (i.e. if I had to send it twice I do not want the selections from the 1st time to be included on the second verification)? I appreciate any help that you can give me!
