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Hello. I want to add conditions for a calculated field, but there's a problem. I need to check a value in a field (type "Search"), but there's no type of conditions to check value of this field (just check if contains data). So, my question: can I somehow check the value of the field (type "Search") in the condition of a calculated field, or is there any another solution?
Unfortunately, this is by design and we cannot use other conditions for the lookup field in the calculated field.
I would recommend that you create new fields as the lookup entity for the current entity.
For example, Quote has a "test 1" field. I want to create a calculated field "test 2" for Order. The condition is that if the "test 1" field value of the Quote lookup field is "abc", then I will set the "test 2" field value to "123".
In order to achieve this goal, we also need to create a calculated field "copy of test 1" for Order to get the field value of Quote.
The "copy of test 1" calculated field has only one action, which is equal to the "test 1" field value of Quote.
Then I use "copy of test 1" calculated field in the condition of "test 2" calculated field of Order.
This way, we can use the field value of the record of the lookup field as the condition.
Thank you, Lu Hao! This is helpful!
But what if I need check the value of some system field (option "Searchable" is No)? I can't use the "copy of test 1" calculated field because there's no option to action, whick is equal to the system field. What can I do in this situation?
These system fields are not available in the calculated field, so you have to write a plug-in.
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