Calculation to change record 'status'
I have budget items assigned to be either 'need' or 'have'.
I have contributions linked and able to be assigned to a budget item. (the related contribution ID and amount are accurately displaying on the budget item layout.
I created a calculation field titled status_AUTO stating: If (budget_amount = Contributions::amount ; status_budgetline = "have" )
On the budget layout, the radio button set indicating 'need' or 'have' is not updating when the contributed amount = the budgeted amount. I tried to create a value list using this new calculation value but an error message said it would not work since it could not be indexed.
Maybe a dumb question, but here it is: Where do I place the status_AUTO field on the budget layout? OR how do I make it work?