Multiple Conditional Inputs for "Data Actions"

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1

Hi Everyone,

I have a simple requirement for a project tracking app I’m working on. The app has a [Projects] table with the following columns:

  • [Status] (text list) (“Created”, “Proposed”, “Approved”, “Cancelled”, “Completed”)
  • [Cancel Reason] (text)
  • [Approved Budget] (number)

I’ve added an action button that allows users to change the [Status] of a project. When a user presses this button, a pop-up appears where they can choose the desired status without editing the entire project.

I want to add conditional inputs based on the new status chosen by the user. For example:

  • If the status is changed to “Cancelled,” I want the user to enter a [Cancel Reason].
  • If the status is changed to “Approved,” I want the user to enter the [Approved Budget].

How can I implement this functionality?

I’m also open to alternative approaches, such as using automations or other tools. Essentially, I need a way to capture additional inputs from users when a specific data change occurs.

Thanks in advance for your help!

2

Hey mate.

I suggest you to get into the actions documentation for this tasks.

3

Thanks, mate. Actually, I delve into documents s of Actions and Automations, however I couldn’t make as two conditional user defined inputs :confused:

4

First Create two fields for Cancel Reason and Approved Budget. Then Create a Form View based on your Project Table and Add Status, Cancel Reason, Approved Budget Columns in Column Order. Then in Project Table Put the Formula in Show IF for Cancel Reason and Approved Budget like Status=Cancelled then Show Cancel Reason field or Status= Approved then show Approved Budget field. Once you done all these things then Create Action for Open a form View and select the form which you have create and try to use that action.

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5

Also maybe do the same in the Require_If sections of those fields…

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