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Work around for Kanban

  • 1.  Work around for Kanban

    Posted 10-30-2019 11:58
    I have a formula text field that figures out and posts a job status ("In progress", "completed", etc).

    I wanted a kanban chart for that, but it only works off a multiple choice field. So my solution was to create a multiple choice field, and have it change using dynamic form rules to match the formula text box. This has a couple of errors:

    1) If you grid edit, the dynamic form rules to not fire, and so my multiple choice field does not update.
    2) One of my rules is fired off a related table (i.e. I have an invoice table as a child. They can add an invoice. If they put in a date of that invoice, that triggers my formula text field). However, this does not fire unless I go into edit mode of the project (and as you know, you can add items from a related table without being in edit mode).

    Thoughts on a work around?

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    Mike Tamoush
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  • 2.  RE: Work around for Kanban

    Posted 10-30-2019 12:03
    Edited by Mark Shnier (YQC) 10-30-2019 12:03
    The solution will be two Automations.  One to fire off the parent and one to fire off the child.  It's probably a low volume table and one easy solution is to to create a saved table to table import to import the records into itself, merging on [Record ID#].  

    Set a filter to only update where the formula does not = the Multiple choice field.

    The Automation would trigger the saved table to table import to update all records where there is a mismatch.
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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 3.  RE: Work around for Kanban

    Posted 10-30-2019 12:14
    Any thoughts on a work around for the grid edit issue?

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    Mike Tamoush
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  • 4.  RE: Work around for Kanban

    Posted 10-30-2019 12:15
    Grid Edit will also fire Automations.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 5.  RE: Work around for Kanban

    Posted 10-30-2019 12:23
    Oh, you're talking automations not dynamic form rules. Let me check it out, thanks!!

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    Mike Tamoush
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