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When the value of one field changes, set another field to have a set value

  • October 20, 2022
  • 1 reply
  • 61 views

I think this is pretty simple? I would like to set a formula on a checkbox so that, when the value of another field changes, the checkbox is checked. OR, when field “Money” changes value, a separate field returns a value of “Print”. Then I have an extension set to print records with the “Print” value. Would appreciate help. Thank you!

1 reply

TheTimeSavingCo
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Off the top of my head the easiest way to do this would be to make an automation that triggers when a record is updated, get it to look at the field that you’re monitoring for a change, and make its action to update the record’s checkbox

Without automations…not too sure; hopefully someone else has an idea on how one would accomplish that