i have a Form which notes conversations with customers. On this form there is a subtable, so when we have a new conversation the details are in the subtable. All works fine.
When we create a new conversation record the initial details are selected from the customer database. How do i check to see if there is already an open conversation for this customer. Is it a case of searching manually before creating a new record ? or is there a way to check automatically and display a warning?
Do you mean that each customer can only have one open conversation at a time? (That is, if there is an open conversation for the customer, you would like to prevent users from creating a new one.)
Or, you just want to check if there are any open conversations?
Yes, if there is already an open conversation for the customer , the user cant create a new one. Or is warned that one exists.
You may follow the steps below:
Step 1. Create a “Status” selection field to recognize if the conversation is open or close.
Step 2. Create another “Check” text field with formulas:
The formulas will return a string combine “Customer” and “Status” when the “Status” is “Open”. Otherwise, returns a blank.
Step 3. Apply “Unique” attribute on the “Check” field
In the future, the system will pop-up an error message states the entry is existed already when there is an open ticket. Besides, remember to mark a conversation “Closed” when it completed.
thanks, it doesnt work, but i see the idea. I dont know why but the “Check filed” doesnt change when i set the status to Open.
Please share a full screenshot, including the formulas you applied and the field setting of the referenced field, so that we could help.
The quote mark that you used to mark “Open” is incorrect.
Note: the community system will interpret the quote automatically. Please use the one as shown in the above picture.
that explains it as i just copied and pasted from the forum. Working now