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Current User Question

  • 1.  Current User Question

    Posted 05-26-2021 09:36
    Let me set the scene before starting.  I have a form with sections that each have a status, last modified on and last modified by fields.  There is a form rule to set the last modified by field to the current user when the status changes.  This form rule is working some times but not working other times.  Why isn't the last modified by updating correctly every time?  Could it be caused by more than one user editing the record at the same time?

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    Paul Peterson
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  • 2.  RE: Current User Question

    Posted 05-26-2021 10:15
    if you are talking about the native [Last Modified field] I don't believe you can have a form rule affect that "built-In" field. it is set according to the user which last modified that record or by which owner of an Automation or Pipeline which modified the record..

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Current User Question

    Posted 05-26-2021 10:21
    No, this is not the native field.  Each section has it's own field to track the Last Modified By Service X, Last Modified By Service B, etc. field that the form rule is updating with the current user.

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    Paul Peterson
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  • 4.  RE: Current User Question

    Posted 05-26-2021 10:44
    How does your form rule read?  Can you post a screen shot?

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



  • 5.  RE: Current User Question

    Posted 05-26-2021 11:01
    Two other things that could contribute:

    1. Is the status field a formula? If so, just because the status changes, the dynamic rule won't fire until the record is opened and fulfills the conditions.
    2. Can someone be changing the status in grid edit mode? Dynamic rule won't fire in that case.

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    Mike Tamoush
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  • 6.  RE: Current User Question

    Posted 05-26-2021 12:38
    Mark,

    Here's a screenshot:


    Mike, 

    The Status field is a Drop Down and no, grid edit is disabled in this table.  I have mentioned this table in several other posts.  This form has more form rules than I care to admit due to the automation requested by the end user.  Initially the last modified by and on fields were updated with an automation.  I went with the form rules because the notifications were not triggering correctly.

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    Paul Peterson
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  • 7.  RE: Current User Question

    Posted 05-26-2021 12:44
    You can change the form rules to trigger

    When  the record is saved.

    and then you can add the condition.. and some field "has changed".


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



  • 8.  RE: Current User Question

    Posted 05-26-2021 13:05
    That sounds enticing, here's my concern, there are 21 services involved.  How much would that decrease the closing time?  Also, if two or more users are in the record, which will it select?

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    Paul Peterson
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  • 9.  RE: Current User Question

    Posted 05-26-2021 13:31
    if two users are editing the same record at the same time,  and the user who is second to save will inadvertently change  certain fields in a record to a non current value, the the system will open up a dialogue box with the user to resolve the conflicts, field by field.

    As for slowing down the save, i don't know, but I believe that the the form rules run in the browser, and  they will run quite fast.  I highly doubt that you would be able to measure the difference,  but you could copy the form and try to do a timing test.

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



  • 10.  RE: Current User Question

    Posted 05-26-2021 13:34
    My other option would be to return to the automations I was using previously.  I changed how the notifications are triggered and could return to having the last modified by and on fields updated by an automation rather than a form rule.

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    Paul Peterson
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  • 11.  RE: Current User Question

    Posted 05-26-2021 14:07
    Edited by Paul Peterson 05-26-2021 14:09
    I'll try changing the form rules in the morning.  I don't want to make changes that will impact the functionality while users are still in the app.  I also remembered, one of the fields that is used to trigger the automation that in turn triggers the notification is a formula field.  But the automation has been firing as expected.  I'm also going to change that field to update via a form rule rather than a formula.


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    Paul Peterson
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