Virtual Column Question: I want to create a v...

#1

Virtual Column Question: I want to create a virtual column that functions like a Yes/No column.

I don’t want to store the result, but I want to trigger a workflow if user selects true Or…is there a different way to do this?

Thanks!

(Deep Foundations) #2

In the workflow condition insert: [Virtual Column Name]=“YES”, the complete the workflow with what you want it to do.

#3

That’s how I trigger the workflow. I want a “virtual” true/false function to occur on the form, like a standard Yes/No column, instead of a constant. My goal is to let the end user have the option to send or not send.

Inserting a column stores the result, I don’t want that, which is why I’m playing with a virtual column.

(Deep Foundations) #4

@Rod I usually face the same problem at times and i don’t think virtual columns are capable of doing that. I use a column in my table dedicated to that yes/no question and allow the user to press an action button to select yes or no. Once they do that, workflow is triggered and then i set another action to wipe out the yes or no for that cell.

#5

hmm, an action to clear the cell, I was thinking about that, I’ll give that a try…thanks!

#6

How are you triggering and action?

(Deep Foundations) #7

So, create a “Grouped” action that has 2 actions “Set” and “Clear”.

The “Set” action is an action that sets the value of the yes/no column (once this is set, the workflow will trigger automatically if the workflow condition is the same as i mentioned in my first comment).

The “Clear” action will the the value of that column to “” (this will clear it out.

Let me know if this works for you.

#8

My Bad, haven’t been paying attention to the new features, workflow data change triggering an action works perfectly. Thanks for your input! Helps.

(Aleksi Alkio) #9

I normally use a datetime field for this purpose because then you don’t need to clear a field and the last timestamp is recorded as well. If you trigger that function with an action button (with expression NOW()), you can add a condition rule AND(ISNOTBLANK([DateTime]),[_THISROW_BEFORE].[DateTime]<>[_THISROW_AFTER].[DateTime]) for your workflow and it will send the email only, when the action button is pushed.

#10

Interesting. Thanks Aleksi! Extremely helpful