Jeffrey Boyd

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  • in reply to: Rules Issue #34345
    Jeffrey Boyd
    Participant

    Unfortunately, I am unable to send screen shots (corporate). But I can give my best breakdown possible since I also am unclear about how to do the linked rules. I did try, but it failed.

    Rule: Blank (15) is the starting point that only shows header 100 and the field associated to it. The trigger dropdown tells it which header to display.

    Rule: CapacityReview (13) is the rule triggered for this example, header 120 was displayed based on the trigger. Within this header there is another trigger dropdown.

    Rule: CapacityCoaching (12) is the rule triggered for this example, header 180 was displayed based on the trigger, I now have header 100, 120 and 180 displaying.

    When the newform is saved, going into the dispform or editform, header 180 disappears in this example. Rule 120 remains after clicking the Disable reversing of all rules. as previously suggested, but I cannot get 180 to display.

    I have similar secondary triggers 3 additional times throughout the rules that are all failing as well. Any help is appreciated.

    in reply to: Rules Issue #34339
    Jeffrey Boyd
    Participant

    Thank you for your reply, this worked on my first form where I had one level of choices as mentioned above. But it failed for the scenario below.

    Header 100 has a choice that opens appropriate header for choice.
    Header 120 is opened on choice, but also has a choice option that will open header 180 if option is selected.
    Header 180 opens on NewForm when choice is selected, but when in EditForm or DispForm, it disappears. Only Header 100 and 120 display.

    Any recommendations when you have multiple levels of choices? I was looking at cascading dropdowns, but that doesn’t look like what I need here.

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