Dynamic form rule trigger on field changing | Discussions

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Dynamic form rule trigger on field changing

  • 1.  Dynamic form rule trigger on field changing

    Bronze
    Contributor
    Posted 11-08-2017 17:28
    So for this scenario we will have two companies A and B, and 2 different payment methods, 1 and 2. Default payment method is stored in the company table, though they are not limited to it. So for example Company A uses default payment method 1 and Company B uses default payment method 2. Although, Company A could use payment method 2 and vice versa.

    Currently I have a form rule that says when the Company selection field is no longer blank when creating an activity copy, whatever value is in a text look for default payment method for that company into the payment method field. So if I selected Company A, payment method 1 would fill in, and if required we could change it to payment method 2. This is great if you select the right company the first time.

    What am I wondering is how to have it continuously update whenever the company selection changes. If you miss clicked and selected company A it would fill in payment method 1. Though, if I updated my company selection to B, it won't change to payment method 2. Is it possible to trigger a dynamic form rule whenever a field changes instead of just no longer being blank? Sorry, if I was not clear.  


  • 2.  RE: Dynamic form rule trigger on field changing

    Top
    Contributor
    Posted 11-08-2017 18:23
    In this case the only way I know to make it happen is you would have to change the 'company' selection to blank, and then change it back to the correct company.

    That would then trigger the change for the 'default'.  

    I know the goal is to save clicks, so it doesn't really help much to have to de-select and re-select.


  • 3.  RE: Dynamic form rule trigger on field changing

    Bronze
    Contributor
    Posted 11-08-2017 18:25
    Correct, that was the only way I got it to function. So I guess in the grand scheme, it saves clicks if you're accurate and is the same amount of clicks if you miss or is not a default. 


  • 4.  RE: Dynamic form rule trigger on field changing

    Top
    Contributor
    Posted 11-08-2017 18:31
    Just use script and it is trivial. You are just asking for inconvenience and heartache relying on native capabilities.


  • 5.  RE: Dynamic form rule trigger on field changing

    Top
    Contributor
    Posted 11-08-2017 18:46