Hi,
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?
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.
The quote mark that you used to mark “Open” is incorrect.
Please try:
Note: the community system will interpret the quote automatically. Please use the one as shown in the above picture.
