Dynamic Field (Equation field) from table 1 going to Static Field (Currency) to table 2

[edison]

Hi Tadabase Community,

Good day!

I have a small issue here that I cannot solve and maybe you can help me.

This is basically an equation field from table 1 and copy that into static field (currency) in to table 2

I have 2 tables:

Table 1 (Quantity (Select field), Amount field (fixed amount), Sub-total amount (equation))
Table 2 (Quantity (Select field), Cost per Service (Currency), Cost of Service (Currency), Sub-total (Equation))

My goal is to fix the amount with a static field and use it in a rollup field. I cannot use the dynamic field because I will reset the Quantity field into zero later.

In the illustration below. I have tried 2 ways.

1. Upon editing the background check record, it will insert new record into transaction table, using the form value, it will copy the Quantity and the amount and will basically compute with the equation. Upon clicking the submit button, the answer in the equation should also go to the Cost of Service field in the Table 2, which is not working. (maybe because, upon clicking submit button, that is the only time the value on the equation appears and there is really nothing there when the process of copying the value into new record in table 2 created at the same time until the whole process is finish)

2. This process is utilizing the table rule in Table 2, which means I set that if the Cost per service is not zero, copy the Sub-total into Cost of Service field. It doesn’t work on (Create, Edit, Create & Edit) unless I will manually edit the Transaction record.

I hope you can help me.

Thanks

[Kristen]

I think the problem you’re having is the rule is running before you equation field is calculated.

In Table 2, you don’t even need the equation field. Instead, use the pipe called “Advanced Math Validation” and set up your table rules like this:

1:

To deal with your conditions, add two more rules:
2:

3:

This should give you the calculation in your static field right away and also updates if the quantity or cost per service is adjusted.

[edison]

I will try this and will give a feedback.

Thanks

[MLM]

Hi Kristen,

On one form I use a rule to fill email merge fields, one of which uses an equation field. On another form I use a rule to update a field on a related table with an equation field value. In both cases I was not retrieving the latest equation total, ie which is calculated after the form rules. Using the Advanced Math Validation pipe has solved the problem.

This issue has been frustrating me for few months and I am very grateful for your very useful suggestion. Much appreciated.

Cheers, Michael