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capture date when user is assigned

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  • 1.  capture date when user is assigned

    Posted 27 days ago
    I have a user field and date user assigned field.  I would like to have the date assigned automatically populate when a user is selected.  How can I do that with having to save the form first?

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    Carol McConnell
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  • 2.  RE: capture date when user is assigned
    Best Answer

    Posted 27 days ago
    np, Create a Dynamic Form rule

    When multiple conditions are true

    and ALL of

    [date] is (leave blank)
    user assigned is not (leave blank)

    Action:
    Change the value of the field [Date] to  the current date.


    .. and uncheck the checkbox at the bottm so the rule fires all the time.


    It's possible that the system will not allow to to check if a user field type is blank.  If that is the case, you would need to create a formula user field called [null user] with no formula and have the form rules check of the user assigned is equal to the value in the field null user.

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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: capture date when user is assigned

    Posted 26 days ago
    Mark,

    Form rules don't allow you to say when the user is null.  If I use the formula user field as you indicated and then try to add a form rule like when user field is not equal to formula user field change date, how would that work each time the record is save or updated.  Would I need to check off  Fire "change" actions only when a condition changes from false to true?  Would that make it so that only that first change updates the date?

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    Carol McConnell
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  • 4.  RE: capture date when user is assigned

    Posted 26 days ago
    I was suggesting to have two conditions.   One of the conditions was that the Date field was blank.  So when it is not blank, then the form rule would not fire.

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



  • 5.  RE: capture date when user is assigned

    Posted 26 days ago
    Oh, okay.  Got it.  Thanks for the help.

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    Carol McConnell
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