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
Solved! Go to 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)
Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.
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)
Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If the content was useful in other ways, please consider giving it Thumbs Up.
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
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?
Worked perfectly.
Thanks as always.
V/R
chudson002
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