Compare and display warning
How can we compare one numeric field across all records present on cross reference. On attach image, i want to compare "Action Item Number" and display banner or warning that number already present if anyone created new record having same "Action Item Number".
Wonder if you can use COUNTIF and as a criteria define "this record Action Item Number".
Otherwise, I can recommend Calculated Cross Reference for usage or Report Object.
Another option is Custom Object.
DataFeed is also an option in case non-real time functionality can be considered.
Can you please provide custom code to compare values and display error if you have ? because calculation giving multi value error.
I am using below
REF([Evidence],[Action Item Number]),MOSTRECENTVALUE(REF([Evidence],[Action Item Number]),REF([Evidence],[Last Updated]))=REF([Evidence],[Action Item Number]))
You cannot use the calculation this way. Also using MOSTRECENTVALUE is not the best idea, because you are not considering other records at all.
I proposed to try something like this, but I am not too sure about validity:
COUNTIF( REF([Evidence],[Action Item Number]), [Action Item Number] )
Formula is same since field is present on cross ref so it come with REF only. Also, i want to make values "Yes" if match. do you want me to create field called "Action Item Number" on parent application ?
I thought you are comparing the existing Action Number on the current record against all CR records. Otherwise, you cannot supply REF field to REF field value as there is no definite value to match to.