Form Rule - How to Apply to Modal
I have a form with a basic rule that says "if this field has a value, then set this other field's value to another value". This is based on a relationship, but it works just fine when using the regular form. The issue is that when I click the "New Record" link at the top of an embedded Report which opens a modal instead of a new window the form rules don't apply the same way they do when using the full form. Here's the specific example. I have a parent "Job" record. In this record is a field called "Contract Type". When I create a new Project from that record using the embedded report, it automatically links the Job it was created from. I want the "Project - Contract Type" field to match what's in the Job record. But it needs to be possible to have a completely different "Contract Type" in the Project than what is in the Job. I just want it to default to that value. I'm using a basic form rule that says "if Job - Contract Type" is not empty, then fill that value into the "Project - Contract Type" field. On a normal form having the checkbox for "Run change actions when a condition changes from false to true" works just fine because I'm manually selecting a Job. If I uncheck that box, then I'm unable to change the "Project - Contract Type" once it's been set by the related Job. The form rule keeps changing it back. The modal form automatically links to the Job, so the condition doesn't change and trigger the rule. This could work just fine if we had the ability to use a formula in the Default value for the Field, but we can't. It only accepts plain alphanumeric text. Has anyone worked around this issue using the new forms and reports to have form rules run on that modal "New Record" option without having to uncheck the "condition change" option within the rule?