Hello.
I want to know if it's possible to block/restrict the creation of an item ( via a FORM ) based on a line item. For example, if the total wallet = 0 then the user should not be able to add and create a new item. thank you
@SofianeLz
You will need to create a boolean formatted line item with your logic in it. If the logic is true, it will allow a button to be pushed, if it is false, the button is not clickable. I have written the logic in your example as "Total Wallet <> 0".
From there, in the action card configuration, create your form. once that is done, click on "Manage", then the 3 dots for more options on the form you just created, then "Select Driver Line Item"
Finally, Select your Module, your driver line item, and then click "Create". You can now publish your page. If my "total wallet" is 0 then the button is greyed out.
If any other value is in my total wallet, then the button is clickable:
Hope this helps! Jason
Hey, we have the DCA at action level, but I am curious to ask at what level you have this Total Wallet line item? Can it be taken in a module and line item with no dimension like Jason did in his explanation?
Hi you can use select driver line-item option while configuring the card.
@PujithaB @Dikshant @jasonblinn thank you all for the answers. The select driver line item is the perfect solution. Have a great day y'all
I am trying to create a Net Debt / EBITDA formula at the bottom of one of our P&L income statements where, i have tried the MOVINGSUM function. However this does not work for summary line items which EBITDA is. What i would like is to be able to sum the previous 12 months EBITDA (Including the current period) numbers in a…
Hi I'm looking to speak to people who have used/are using the Docusign integration in their business. We are exploring the possibility, but we find the current setup quite limiting in terms of how an end user would interact with the integration, but also issues with concurrency and number field formats. Would appreciate…
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…