Is there a way to embed a table into the form to validate an account number is active?

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    Asked on December 27, 2016 at 10:13 AM



    I am working to streamline some activities within my community.  Is there a way to have a list of account numbers in the background of the form to validate that a Last Name and Account Number is correct?




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    Answered on December 27, 2016 at 10:39 AM

    Hello Erin,

    Please note that it is currently not possible to validate input data with any external source or previous submission data.

    One way to achieve your requirement is by taking advantage of our "Conditions" feature. You can add condition in your form to check the input data of last name and validate it with the account number. 

    Hope this helps.

    Do try out and get back to us if you have any questions. Please share some account number and resident name, we will create a demo form for you.

    Thank you!

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    Answered on December 27, 2016 at 01:19 PM

    Thanks!  I was able to put 2 hidden fields with rules that were able to work around this.

    Specifically, I did a formula that combined the last name and account number, then had a hidden drop down field with all possible last names and accounts.  Then did a condition to make them match, populate a text field with "Valid Account Information".  If there isn't a match, the field stays blank and populates that field with "Call Guard Shack".

    Thanks again!



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    Answered on December 27, 2016 at 02:06 PM

    That is a great solution. Glad to hear that your issue is now resolved. Let us know if you need any help. Thank you for updating us.