If lookup is empty allow text input

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1

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Hi, I have two table (Quotes, Jobs). Each line on the Job table is linked to a line on the quote table (and vice-versa). Our “Normal” workflow is
Create Quote
Get Order Number
Start Job

On receipt of Order Number we add Order Number to the quote then create Job, therefore, Jobs table has a lookup to display the Order Number.

However, in the “real world” we are often asked to start jobs without an Order Number. In this instance the user either leaves the Quotes.Order Number blank or adds a default value (PORequired) to remind them to chase the Order Number. Therefore, on the Jobs table would like to add a formula field that tests the value of the lookup (if lookup is empty or equal to, allow edit, else display lookup), somethimng like:
if(field(‘lookup’) = ‘PORequired’,
OR field(‘lookup’)=NULL,
field(‘lookup’),
ALLOW EDIT
)

Is this possible ?

2

Hi @Thorby, we can check with @frederikdc for potential ideas or workarounds. :blush:

3

Hi @Thorby ,

I don’t fully understand your use case, but you can doe the check for an order number with the following formula

if(or(join(lookup('Quote','Order number'),'') = '',join(lookup('Quote','Order number'),'') = 'PORequired'),join(lookup('Quote','Order number'),''),'allow edit')

The part join(lookup('Quote','Order number'),'') converts the lookup field for the order number to a text which is easier to compare with other values like empty or PORequired.

The only part that is not clear to me is what needs to happen for the ALLOW EDIT part.

4

Thanks Frederick,

I think the “allow edit” clause is what I need.

What I am really trying to say on the Jobs table is:
IF
Quotes.Order Number is NOT NULL
AND
Quotes.Order Number is NOT EQUAL to “XYZ”,
THEN
LOOKUP Quote.Order Number.
ELSE
Allow the user to input text

Given the above, I believe my formula in the Jobs table would look like:

if(or(join(lookup('Quote','Order number'),'') = "",join(lookup('Quote','Order number'),'') = 'XYX'),'allow edit')

Again, many thanks for your help.

5

Hi Frererick,

ALLOW EDIT, means allow me to type a new value in this field.

For example, on my Jobs table I have a ‘PO Number’ Column and a link column to my Quotes Table (‘Link To Quotes’)

On my Quotes table I also have a ‘PO Number’ column.

What I am saying is:

If an order number was issued at the time of quoting (Quote.PO Number is not NULL) then display the Quote.PO Number in Jobs.PO Number.

If an order number was NOT issued at the time of quoting (Quote.PO Number is NULL) then allow me to type the order number in the Jobs.PO Number column.

If I configure the formula join(lookup(‘Link To Quotes’,‘PO Number’),‘’) in Jobs.PO Number column, it will return the value of Quotes.PO Number but will not allow me to edit the Jobs.PO Number column.

My requirement is to edit Jobs.PO Number if Quotes.PO Number is null, else display unedit value of Quotes.PO Number.

Configuring Jobs.Po Number as join(lookup(‘Link To Quotes’,‘PO Number’),‘’) returns the value from Quotes.PO Number as text, but does not allow me to edit the value!

6

Hi, Frederick,

Have you seen this reply?
Do you have any thoughts on how/if this can achieved ?

Many thanks.