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Require Field Updates based on another field changing

  • 1.  Require Field Updates based on another field changing

    Posted 09-24-2020 09:48
    I have used Quick Base to build a client portal for customers to view their service incidents with our company and I want to build in a mechanic where if a service case status changes then a portal update is required for the agent.  I am not finding a way through a Dynamic rule to force a field to be required based on a specific field change.  Status is a Text-Multiple Choice field.  

    Has anyone achieved this?  Am I missing something basic?

    Also, I need this to happen on only specific tickets for portal accounts/customer so the Dynamic rule would be like this:

    If Status Changes
    AND
    Client = XXXXXXX
    Then 
    Require Portal Update


    Any help is appreciated.

    ------------------------------
    Joshua Case
    ------------------------------


  • 2.  RE: Require Field Updates based on another field changing

    Posted 09-24-2020 09:51
    Try making a form rule starting off with

    "when the record is saved"

    and the field [Status] "has changed"

    .....

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Require Field Updates based on another field changing

    Posted 09-24-2020 10:41
    This worked.  Thank you.

    The only thing I had to do was make a condition referencing the customer name and make the action change the "Portal Update" field to "There was a status change in your ticket.  The status is [status].

    Thanks for the help.

    ------------------------------
    Joshua Case
    ------------------------------