Configuration - FSM Setting a Field on an Inline Create in a List based on the Value Input

We are currently implementing FSM and our accountants would like a debit column and a credit column added to the Journal Entry Speed Transaction screen instead of entering a negative value in the TransactionAmount for a credit and positive for a debit. I added the fields to the list but cannot figure out how to set the TransactionAmount field based on the input from these columns.

I have it working on the Transactions form which is not a list, but it appears I cannot modify fields on an inline create in a list. To make sure it wasn't something related to my new fields, I created a simple Hello World example where I set the Description of the journal entry line to Hello World when the TransactionAmount is entered.

Unfortunately, it does not work on entry.

I am very new to FSM and LPL, so I thought I would double check with you all to see if I am missing some syntax to set this field in the list based on data from another.

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Accepted answers

unknown

Hi Muke,

"When value Changed" will not work on lists. As of now it will work only on Form.

You can have the Transaction amount or Description updated based on Credit/Debit in Entrance or Exit rule for Create Action.

I am working in an FSM implementation where I recently had to solve for an custom functionality. I got it confirmed with Product team that "When value Changed" is not for lists. They might consider doing it in Future

All comments

jeff-weier

Try adding 'allow update' to the fields you'd like to modify.

unknown

Thanks for the quick reply Jeff! Unfortunately, adding 'allow update' did not let me set the Description field.

Sandeep Chandak

You want the column header to change based on the value entered in the field? I don't think that's possible because the list could have many records with positive and negative values.

casey-kelley

Are you contradicting yourself in the code?

You are saying if the Amount is updated then change the description to "Hello World"

But then asking the description field to also allow updates

Is the intent to default and allow an override or entry on the description field?

unknown

Yes, I would like to default the value of the description field to Hello World when a TransactionAmount is entered.

unknown

I would like the Description column value to change when the user enters a value into the TransactionAmount column.

unknown

Hi Muke,

"When value Changed" will not work on lists. As of now it will work only on Form.

You can have the Transaction amount or Description updated based on Credit/Debit in Entrance or Exit rule for Create Action.

unknown

That's what I was afraid of but thanks for letting me know! My real goal was to set the TransactionAmount field based on the credit and debit columns I added to the list. I tried setting this on the Exit rule but I hit a validation message because TransactionAmount is a required field. Is there a form type that allows both entry values and a list on the same form? They would both use the same business class. If there is, I could then add the entry fields above the list and use the When value Changed keywords. After all the values are entered by the user I could then use an Invoke command to populate it on the list.

robert-canham

Try it as an entrance rule instead. The entrance rules fire after the user clicks save and before the action updates so it would set the transactionamount before trying to save the record.

unknown

if Entry Rule doesn't work for that logic as Transaction Amount is required

Other Work Around could be you could still have the Amount entered in Transaction Amount and Have just Credit/ Debit Flag

In your Entry rule you could have Transaction Amount changed to Positive or Negative based on Flag And if they still want to Credit/Debit field for visibility you can have those fields updated based entered values

Since you are doing in Entry/Exit rules you will have to do it both Create and Update

unknown

This works perfectly for my use case. I really appreciate the suggestion!

unknown

The entrance rule ended up working for me. Hopefully the product team adds this functionality to lists in the future. Thanks again for the confirmation and extra idea!

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