Show boolean fields as a checkbox in related lists

danenglish
Giga Expert

I'm trying to show a boolean (true/false) field as a checkbox on a related list that can be selected/deselected rather than choosing true or false.

find_real_file.png

We don't want a lot of workflow around this approval, we want the stakeholder to go into the demand, review it, and check the box if they approve moving forward with the demand.

I've seen some posts involving scripts and ui actions, but i don't want users to have to go into the form or perform an action for this to display properly.   This should only affect the related list view, and should always be a checkbox.

Thanks in advance for any assistance you can provide.

3 REPLIES 3

Aravinda YS
Tera Contributor

Hi Dan,



-Create a Boolean type filed in you demand .Add it in this related list view.


- create a business rule - Before - update type, script logic like if(current.approveBool = true){ current.state = 'approvedState'); else current.state = 'rejectedState'


~Hit like/Helpful/answered, if it helped to your issue.


Aravinda


Hi Aravinda, thanks for the quick reply.



The first step is easy enough, in the attached screen shot I've created the field called "stakeholder approval" that is currently showing as "false" on the related list.   (I had to click the image to see that field on the far right).



I don't understand the second line about creating a business rule.   I want this to always show as a check box on the related list (not "true" or "false").   The box could either be checked or unchecked as desired by the end-user that has access to do so.   There shouldn't be any condition around the state of that field... I want it to display as a checkbox no matter what, whether it's true or false.   Does that make sense?


Hi Dan,



I don't think, it is possible to show as a check box. But they can always update from related list by double clicking on the true/false field.



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