Saturday, December 29, 2018

Create a Check Box Field Dependent on Another Check Box

The user needs to create two check boxes representing an approval hierarchy. The second check box should be disabled and cleared if the first check box has been unticked. This can be achieved by using the steps below:

A. Create Check Box Fields
1. Navigate to Customization > Lists, Records, & Fields Entity Field > New
2. Use the following field information:
     - Label = Check Box 1 (preferred label)
     - Type = Check Box
     - Store Value = T
     - Applies To : Customer = T
3. Save as Check Box1
4. Repeat steps 1-2 and save the field as Check Box2

B. Create a Workflow
1. Navigate to Customization > WorkflowWorkflows > New
2. Use the following workflow information:
     - Name = Nested Check Box (preferred label)
     - Record Type = Customer
     - Sub Types = Customer (choose preferred)
     - Release Status = "Choose preferred"
     - Enable Logging = T
     - Initiation:On Create = T
     - Initiation:On Update = T
3. Save
4. Click New State
5. Save as Nested State
6. Notice the page returning to the workflow screen
7. Click on Nested State
8. Navigate to Actions tab and click new action
9. Use the following action information below:
     - Type = Set Field Display Type
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Checked
     - Parameters:Field = Check Box2
     - Parameters:Display Type = Normal
10. Save
11. Navigate to Actions tab and click new action
12. Use the following action information below:
     - Type = Set Field Value
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Not Checked
     - Parameters:Field = Check Box2
     - Parameters:Value: Checked = F
13. Save
14. Navigate to Actions tab and click new action
15. Use the following action information below:
     - Type = Set Field Field Display Type
     - Trigger On = After Field Edit
     - Client Fields = Check Box1
     - Condition:Check Box1 = Not Checked
     - Parameters:Field = Check Box2
     - Parameters:Display Type = Disabled
16. Click Save

 

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