Relationship Condition Dropdown stopped to work after formula update
Team, I have a challenge to my relationship update. For my relationship I was using "Formula Field" [SMO_Predecessor_Key] which was selected to create conditional dropdown based on its value. [SMO_Predecessor_Key] used in formula another field [SMO CPS Template] which had some logic in it based on field [SMO]. I no longer need this logic so I decided to rewire [SMO_Predecessor_Key] directly to field [SMO]. After I did it I have problem that my Relationship PROXY field does not work in Legacy Form. It ask to choose [SMO_Predecessor_Key] even if this is already selected. I notice that if I re-select value in field [SMO] in form (i.e. remove value, select it again, even without saving, this starts to work. So problem is with data which are already filled in. [QUESTION] - is there a way to force such refresh to all records and to not need to do it 1 by 1 in form? What I tried: I tried to Import records ID# and field SMO but during Import No update to records (as SMO does not change). Tried to create new field [SMO_Predecessor_Keyv2] and update Conditional Value to it and back. But not working as well. This is how dependency of fields looks line (Blue changed to Green) Current workaround but not well seen by users 😢
Limiting the Ability to add Child Records Based on Drop Down Field Value
I have a two table application and was wondering if there is a way to limit the amount of Child Records that can be added based on the selection of a Drop Down field? When a user opens the form the first thing they are asked is the level of a dealer. Once that vaue is selected is it possible to have a rule that says if dealer level field is say "Gold" "X" amount of child records can be added. Once that limit is met a message is diplayed telling the user the max amount of records has been met or the "Add Another Record" button goes inactive.
Delete option
I'm at a loss right now. I have an app and for some reason I'm the only one that can delete from one of the tables. I have checked the roles and they do have the delete option. I have checked the form and it does not have any rules that restrict delete. I as the admin am the only one that can delete. Any ideas on where else I can look. I've looked everywhere that I can think of. FYI: These are the new forms.
Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?
Displaying QR Code Attachments on Forms
Hello! I'm trying to set it up so a user can upload QR Code images to a file attachment field and then have that QR Code display on a invoice form. However, while I can set the attachment field to display the image of the QR code on the form, when I go to print the form it instead displays it as the .png file name. Is there some way I can get a file attachment field to display as an image when printing a form, or is there a better way to go about this? Thank you in advance!
