Populate Field Based on IF Formula In a Table with Lookups

asked on April 9, 2024

I have a form that is using the Forms Layout Designer, it has a currency field and a table that has 4 drop down fields and 4 currency fields.

The 8 fields in the table are grouped together with Level 1, L1 Limit, Level 2, L2 Limit, etc. When a Level field is selected it performs a database lookup to populate the corresponding LX Limit field. This works great.

Each of the drop down fields is also configured to append an extra value "New User". This works as well.

What I am trying to accomplish is that if "New User" is selected for one of the Level fields, to populate the corresponding LX Limit field with the value from the first currency field (not in the table). I haven't had much luck with it using an IF formula on the threshold fields and was wondering if anyone has tried this before or is able to get it to work.

We are using Forms 11.0.2311.50564.

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replied on April 9, 2024

I haven't had time to test this out, but I'm assuming the formula is on a readonly currency field. If the dropdown value is new user, you want to fill the currency with the not in table currency field otherwise fill it with the value from the lookup.

If that is the case you are probably having an issue with the latter portion of the IF statement. Have you tried (although I'd hate to see you add 4 more fields to the table) adding a hidden currency field that is only populated from the lookup and then in the shown field using the IF based on the either the lookup or base currency fields.

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replied on April 9, 2024

Zac, you are correct that the formula is on a read only currency field.

I have not tried creating additional fields like what you mentioned yet. Wanted to see if I was missing something before I ended up doing more work than was necessary.

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replied on April 9, 2024

ya I think that may be the best way forward. I just tested it out and you could just set the formula equal to the currency outside of the table, but then the value that gets filled last supersedes the intended value. You almost need a field rule within the lookup rule like fill field with X when A isn't Y.

You could use JS, but I get the feeling you are trying to use out of the box tools so you can use true readonly over disabled

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Populate Field Based on IF Formula In a Table with Lookups

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