Hello I have a subtable entry that I want to use conditional formatting to do “Not Empty”. I want the field “Claim Bill” to be not empty when "Bill Type is “Debit Note”. How can I achieve this?
Hi @brandon1
- When you say - the field “Claim Bill” Must not be empty , when field “Bill Type” has a value (not being empty), what is the value or content that “Claim Bill” must have? What do you want it to show ?
A) Do you need the “Claim Bill” to just change color but being empty?
OR
B) you need the “Claim Bill” to show a specific value? (e.g. " Warning! Call Customer for the payment! " ) ?
Kind Regards
Ilias
This is a subtable, while “Bill Type” is a selection list where user can select “Invoice” or “Debit Note”, and “Claim Bill” is file upload field where user is supposed to upload the bill when only “Debit Note” is selected.
I want user to not be able to save the entry when the bill type “Debit Note” is selected, but no bill is uploaded. Just like a normal cell with “Not Empty” selected
1 Like
Hi @brandon1 based on your detailed description of the issue, I think that you can achieve what you are looking for, but you have to do it through “Workflow Approval” of Ragic. What I mean I explain right below:
The person in your company that is dealing with the field [Bill Type] must be included in a “Workflow Approval” that will have the following steps:
The person has the right to “invoice” the customer accordingly (to your business model) > so he /she selects Invoice OR Debit Note > the process moves to the 2nd step > when the person chooses Debit Note > the process must block the person by needing " a kind of an approval " > that kind of approval is = until the person uploads the document in the field[Claim Bill].
There is another solution though, but it may be more difficult, because it needs changes to be made into the table that those 2 fields reside.
You have a table that has among other fields, the field[Bill Type] and the field[Claim Bill].
If you create a field[Claim Bill Audit] or field[Claim Bill Check] and this new field is checking IF the field[Claim Bill] IS EMPTY (IS BLANK) and produces an ERROR or AN ALERT - then you can run a report daily that brings ALL cases WHERE field[Claim Bill] = ISBLANK - and you use it to “shout out” to the personnel dealing with those issues.
example
field[Bill Type] = AS IS
field[Claim Bill Check] = IF (field[Bill Type] = Invoice; “”; “Please attach Claim Bill Document”)
This means IF( field[Bill Type] = Invoice; do nothing), but IF( field[Bill Type] = Debit Note; “Please attach Claim Bill Document”)
This 2nd solution may be more difficult, because I am not aware of the size and the complexity of the table. Adding A Column in a Database table may have implications on other tables.
Hope this helps a bit.
Best regards.