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Status field update

David Heron's Avatar

David Heron

22 Feb, 2016 09:44 PM

Is it possible to get Fulcrum to check the value of the Status field (on saving the record) to see if it is changed or a certain (selectable) value and if not, ask the user if it should be changed before saving? We are finding that, especially on apps that require scrolling down to fill out all the fields, some users forget to change the status value.
Just a thought!
Cheers,
David

  1. Support Staff 1 Posted by Alex Helms on 23 Feb, 2016 12:49 PM

    Alex Helms's Avatar

    Hello David,

    There is no way to get a popup notification to display this in Fulcrum, but you can probably do this using a calculation field. The expression can be written in a way that the calculation field will either display some text like "Does the Status Field need to be update?" or "Please Save the record."

    We are also working in a new feature called data events which can be used to set the status field's value automatically based on the expression that you set up.

    Would either of these options address your needs?

    Thanks,
    Alex

  2. 2 Posted by David Heron on 24 Feb, 2016 02:38 AM

    David Heron's Avatar

    Thanks Alex.

    Will look at your first suggestion but the second one sounds good.

    Will look forward to it appearing. Any idea of when that might be?

    Cheers,
    David

  3. Support Staff 3 Posted by Alex Helms on 24 Feb, 2016 01:25 PM

    Alex Helms's Avatar

    Hopefully it is not too far off. I know the mobile apps are ready and we are waiting on the web app support to be fully developed. The web app development was pushed back for a little while due to discovered that we needed to add a new mechanism to support it. We are currently developing this now.

    Thanks,
    Alex

  4. 4 Posted by Ben on 23 Jun, 2016 02:22 PM

    Ben's Avatar

    Hi Alex,
    Wondering if it is now possible to set the status field based on a value.
    Thanks,
    Ben

  5. Support Staff 5 Posted by Alex Helms on 23 Jun, 2016 02:46 PM

    Alex Helms's Avatar

    Hello Ben,

    This is possible! You can use the new data events feature to automatically set the value of the status field based on a value or values in another field or fields.

    http://developer.fulcrumapp.com/data-events/reference/setstatus/
    http://developer.fulcrumapp.com/data-events/examples/change-record-...

    Thanks,
    Alex

  6. 6 Posted by Ben Stoelting on 23 Jun, 2016 02:52 PM

    Ben Stoelting's Avatar

    Another step towards perfection! You made my day.
    Thanks

  7. Support Staff 7 Posted by Alex Helms on 23 Jun, 2016 03:00 PM

    Alex Helms's Avatar

    Thanks a lot for the kind words!!

  8. Alex Helms closed this discussion on 23 Jun, 2016 03:00 PM.

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