When creating a new expense entry from a table view grouped by the “Approved” status, the new entry is also created with the “Approved” status instead of the default “Pending” status.
Problem Description:
I have an AppSheet app for managing expenses.
Expenses have a “Status” field with two values: “Pending” and “Approved”.
When creating a new expense entry, the default status is set to “Pending” using the “Initial Value” feature.
In the table view, I group expenses by the “Status” field.
When I create a new expense entry from the “Approved” group, the new entry is also created with the “Approved” status, even though the default value is set to “Pending”.
Expected Behavior:
I expect new expense entries to always be created with the “Pending” status, regardless of which group they are created from in the table view.
Attempted Solutions:
- Set the default value for the “Status” field to “Pending” using the “Initial Value” feature.
- Checked the “Create new expense entry” action to ensure it is not affected by the group filter.
- Checked workflows (if any) to ensure no steps are changing the expense entry status.
- Checked permissions to ensure users cannot directly change the status.
Additional Information:
- Only users with accounting permissions can change the expense entry status through a separate action.
- Users cannot directly change the status of an expense entry in the form, including accountants.
Request for Assistance:
I hope to receive assistance from the AppSheet community to identify the cause and solution for this issue.