Webform - Enter a default formula instead of value for Symbol data type

15UZU

I'm hoping someone can advise how to get around this issue.

 

I have a new sheet I'm creating which acts as a checklist in a fixed process. i have several columns which cover off stages in the process, and there is a master flag as well which sets its status based on where there other stages are at. This Master Flag will then link its status to another sheet

Each of the stage flags has a default formula entered:

=IF([xxxxxx]yyy = "Yes", "Hold", "No")

which essentially defaults the initial value to "No", until such time as the preceeding stage flag is set to "Yes", at which point it sets the default to "Hold" until that task is completed and the user manually selects "Yes" from the dropdown in that cell.

 

(There will be some additional flags (for future development) which will tie into triggering the master flag, so the same issue will affect these as well.)

This all works perfectly how I want it to, except when it comes time to enter a new line at the top. The Autofill Formula works fine for the master flag as it never changes, thus the next 2 lines will always be the same and the Autofill works away as normal. For the stage flags though as the following 2x lines could be at any mix of stages it doesn't trigger the Autofill Formula for any cells where there is a mismatch.

 

This also occurs if a new entry is made through a webform. I tried entering the formula as the default value for the field, however on the webform it only permits one of the three default values for the data type and will not allow a formula to be added as the default.

My only workaround for the time being is to keep 2x lines at the start of the sheet which hold the defaults and when need a new line it has to go in at line 3 (references the two lines above for the Autofill Formula). It would be ok if I was the only person using this sheet, however there will be multiple itterations of this sheet for different people & each of those will be accessible by at least 3-4 people, so I can't trust everyone will remember to add at line 3 correctly.

If anyone can advise a solution I would appreciate it very much!

Development Team - would be great if you could allow formulas in webforms for hidden fields with Symbol data type.

J. Craig Williams

15UZU,

 

Are all stage columns formulas?

And you say they aren't auto-filling if the results are  different?

I'd need to investigate to try to reproduce that.

Can you post a screen shot?

 

For columns with formulas, they should not be in your WebForm - just let auto-fill do its thing.

But I'll need to test Symbols column types more thoroughly.

 

Craig

15UZU

Hi Craig

 

Yes, all stage columns are formulas.

 

Autofill does work if there are two entries already on the page below the new entry as it goes on the page, provided the results the formulas for the stages are at their initial default result. If one or more of those have changed away from their default state, then it breaks the chain of "two lines below the same" & the autofill stops working. If some of the stage colums have changed and others are still in their default state, then the default state ones are autofilled.

This is the sheet in it's default state:

 

 

So you can replicate accurately, the formulas are as follows:

Production Ready: =IF(AND(Quoted1 = "NO", [AR Submitted]1 = "NO", [AR Approved]1 = "NO", [Production Art Submitted]1 = "NO", [Supplier Art Approval]1 = "NO"), "No", IF(AND(Quoted1 = "YES", [AR Submitted]1 = "YES", [AR Approved]1 = "YES", [Production Art Submitted]1 = "YES", [Supplier Art Approval]1 = "YES"), "Yes", "Hold"))

 

Quoted: =IF(ISBLANK([Ref #]1), "No", "Yes")

AR Submitted: =IF(AR#1 = "No AR", "Yes", IF(ISBLANK(AR#1), "No", "Hold"))

AR Approved: =IF([AR Submitted]1 = "YES", "Hold", "No")

Production Art Submitted: =IF([AR Approved]1 = "YES", "Hold", "No")

Supplier Art Approval: =IF([Production Art Submitted]1 = "YES", "Hold", "No")

 

Production Leadtime: =IF(AND(TODAY() > ([D-Day Order Date]1 - 3), TODAY() < ([D-Day Order Date]1 + 1)), "Hold", IF(TODAY() > [D-Day Order Date]1, "No", "Yes"))

 

If I have a line entered with a ref# and nothing else changed, then add a new line & add a new clietn so it triggers the autofill it fills in all the stages correctly but you can see the Ref # hasn't becasue one lines has a "Yes" & the next one has a "No":

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

15UZU

Ok - the screenshots didn't upload, but you'll get the gist once you replicate the sheet. Hopefully this one uploads

J. Craig Williams

I'll take a look tomorrow.

 

Craig

J. Craig Williams

15UZU,

 

Is someone changing [AR Approved] manually?

 

AR Approved: =IF([AR Submitted]1 = "YES", "Hold", "No")

 

How else would it ever be "YES"?
For example, this column is looking for it to "YES".

 

Production Art Submitted: =IF([AR Approved]1 = "YES", "Hold", "No")

 

Once someone changes the formula manually, it won't come back -- and auto-fill won't do its thing.

 

Does that help?

Craig

 

 

15UZU

Hi Craig

 

Correct. The only way for a stage to progress to "yes" is manual intervention, and you are correct the formula is overwritten.

 

Everything you have identified I already know & comprehend, hence the reason for wanting to be able to submit the formulas through the webform so they are populated when the new line entry has been registered on the sheet.

 

If the backend can't to cope with insertion of formulas from webform, the other way to skin this cat would be if it were possible to insert new entry "at line [x]" instead of "insert at top" or "insert at bottom". I imagine this would be a function other people would/could make use of, especially if you wanted to create a fixed block of data at the head of a page with line data falling after a particular line.

 

J. Craig Williams

In the case of the AR Approved column, you could add a actionable column for the manual entry.

 

AR Approved would be better named something like "AR Status" and would be look at a symbol colum (which could be the new AR Approved for the approval status (default to blank or Hold depending on your preferrence)

 

If AR is approved, the AR Status is approved

else if AR is denied, AR Status is denied

else if AR is submitted, AR Status is submitted

 

and so on. 

Limiting to 3 symbols may be where the system starts to break down.

 

I'm all for a "column formula" - that would auto-fill on any new row, not just on ones that currently trigger the auto-fill. That would also handle any rows from a WebForm.

 

I also like the idea of header section, but doubt that will be part of the solution -- it mixes usage for a stand-alone header section because of what appears to continuity between the last row of the header and the first row of "the rest". We would end up using that "feature" as a work-around instead of using a feature designed for to solve the problem.

 

My $0.02

 

Craig

15UZU

Thanks Craig

 

Well, I've just run into another snag with autofill. :-/

 

Ok, so I have the 2x locked rows above where new ones get inserted on line three, and these two rows carry the template of how new rows need to be when they are generated. Since there are two it autofills fine once you start typing in a client

 

EXCEPT........

 

when the two rows immeditaley below the new line both have all their statuses at the same values (but different to the template rows). In this situation the Autofill function has a cry & doesn't know what to do so leaves blank any columns it cannot resolve an answer for. It would seem there is no fall back to when the above 2x are the same & the 2x below are the same.

 

When that happens I just have to manually copy the line above & insert it. Which in itself defeats the purpose of trying to auto generate new lines.

 

I think I am ready to concede defeat. The only solution to this problem is the ability to insert formulas by way of the webform. :-/

J. Craig Williams

Or have a default formula/value for a column when a new row is added, regardless of how it was created.

Maybe we'll get one or both.

 

Craig