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Copy data based on field content

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I have an imported data field that has various entries, such as "credit card" or "invoice". If "credit card" is selected then the amount in the "Amount" field has been paid online. If its "invoice" the amount is due and we need to send an invoice.

 

What I want to do is have an IF type statement that goes something like:

 

If Status field is "credit card", copy Amount to PaidAmount field, else

 

If Status field is "invoice", copy Amount to InvoiceAmount field

 

Any ideas?

 

thanks

 

Try auto-entered calculations in the InvoiceAmount and PaidAmount fields:

 

For InvoiceAmount

If(Status = "invoice"; Amount; "")

 

For PaidAmount

If(Status = "credit card"; Amount; "")

 

Be sure to uncheck the "Do not replace..." checkbox

IF[ statusField = "credit card]

  Set Field[ PaidAmount ; Amount]

ELSE IF[ statusField = "invoice" ]

  Set Field[ InvoiceAmount ; Amount ]

ELSE IF ...

END IF

 

Note that you don't normally use Copy but Set Field instead.

  • Author

Thanks for this - worked at treat...

 

Try auto-entered calculations in the InvoiceAmount and PaidAmount fields:

 

For InvoiceAmount

If(Status = "invoice"; Amount; "")

 

For PaidAmount

If(Status = "credit card"; Amount; "")

 

Be sure to uncheck the "Do not replace..." checkbox

  • Author

Perhaps this is a dumb question, but where is this type of if statement used? Only in a script and if so, what is its trigger?

 

IF[ statusField = "credit card]

  Set Field[ PaidAmount ; Amount]

ELSE IF[ statusField = "invoice" ]

  Set Field[ InvoiceAmount ; Amount ]

ELSE IF ...

END IF

 

Note that you don't normally use Copy but Set Field instead.

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