How to Prevent a Record from Being Converted More Than Once?

Our standard feature does not provide a way to set a limit on the Convert Records Action Button. However, you can achieve the goal by applying the Unique attribute in the destination sheet.

Take the "Purchase Requisition" sheet in our module as an example. It has a Convert Records Action Button as below:

If you wish to convert only one "Purchase Order" record for each "Purchase Requisition" record, you may follow the steps:

Step 1. Find the Unique Key Field from the source sheet

You'll need to find the Unique Value field from the listed fields in the Action Button settings. If you don't have such a field, consider updating your Action Button to include one. In the screenshot above, the Action Button's source sheet is the "Purchase Requisition" sheet. Furthermore, the Unique Value field is the "PR #" field.

Step 2. Set the "Unique" attribute to the corresponding field on the destination sheet

In the screenshot above, the corresponding field of the "PR#" field on the destination sheet is the "From PR #" field. Hence, please apply the Unique attribute to it.

When users click the Convert Records Action Button more than once, the system will reject the request and display an error message indicating that the "Purchase Order" already exists, resulting in a failed conversion.