RETRIEVE DATA FROM PREVIOUS RECORD - KEEP CALCULATIONS IN TACT

[chudson002]

Hello Community,

Talking this out to see if possible.. Have the below:

Beginning Balance         Offers Received          Offers Completed      End Balance
     100                                 20                                   40                            80

Have 2 dropdowns, Division and Month.

When the new record (month)  is added, the End Balance of 80 will auto-populate to the Beginning Balance, and the formulas

between the four columns will stay in tact for each new record.   Any ideas?

Thanks,

V/R

chudson002

[WarrenBelz · Accepted solution]

Hi @chudson002 ,

When you press the New Record button, before the NewForm() code, set a Variable

Set(
   varEndBal,
   Value(YourEndBalanceBox.Text)
)

then have the Default of the Beginning Balance Box to

If(
   varEndBalance>0,
   varEndBalance,
   Parent.Default
)

then on your Save button for the new record after SubmitForm() put this

Set(varEndBalance,0)

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[chudson002]

Good Evening Warren, 

This is a monthly report where 5 departments have to submit data (please see below).

Put the code on the Default for the Beginning Balance of three categories

Put SubmitForm(Form); Set(varEndBalance,0); Navigate(Success) on the Submit Button. 

The Divisions are the trigger.   When a Division is selected, how will the form know to pull the data from

the last entry of that specific Division selected?
I am stuck on the first step NewForm() (worked backwards).   Can't see where that is at.

The entries are made within SharePoint.  The form shows when +New is selected. 

Thanks for all your assistance.

V/R

chudson002

[WarrenBelz]

Hi @chudson002 ,

I am a little lost here - your question was how to transfer the end balance of a form to the beginning balance of a new form? I suggested making a Variable and then defaulting the new form beginning balance to that. You will have the balance before you submit the form (as displayed on your first post) - or am I missing something?

[chudson002]

Worked perfectly.

Thanks as always.

V/R

chudson002