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Set Field Value Automatically

  • 1.  Set Field Value Automatically

    Posted 05-08-2020 15:29

    In the home dashboard we have an option where a user can create a Request for each Request Type (i.e A, B, C, D) in four unique forms (tied to four buttons on home page, one labelled A, B, C, D). All request data is in the same table but based on request type different input fields are needed from record owner upon creation. Another form was created off of the same table that will show the user the proper fields they entered based on the captured Request Type (this is because only one form can be shown upon View, Edit, etc.). The form knows what to show based on form rules that set view/hide on fields based on Request Type.

    An automation was built that sets the Request Type based on unique fields filled out per Request. For example:
    If fields 1,2,3 have values; set Request Type to A
    If fields 2,5,6, have values; set Request Type to B

    This is working except that there is a lag between when the form is saved anf the Request Type is set...the user is shown the consolidated form with no data unless they refresh the page. What can I do to make this instantaneous so the user does not have to do anything to see the proper fields?

    Thanks in advance,
    Jennifer Paschal

  • 2.  RE: Set Field Value Automatically

    Posted 05-08-2020 15:56
    I suggest that you make a formula to calculate the Request Type and not use an Automation.

    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach