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Cannot set field value when filtering for an Automation

  • 1.  Cannot set field value when filtering for an Automation

    Posted 08-29-2019 11:08

    Hey all. I'm trying to create an automation to delete certain records each day. I've done this before but the interface does not look the same for the current table.

    Here is the way I expect it to look:

    Here is what the new automation looks like when I try to create it:
    Notice that in the second image, the value (Unchecked) is grayed out. I cannot change it to Checked like the other one. I tried turning the automation on with
    Should Delete is not equal to the value Unchecked

    But this tried to delete ALL Vendor Invoices!

    Can anyone shed some light on why the second automation is not acting the like first? Both fields are Checkbox Formulas.

    Thanks!



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    Nick Mangine
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  • 2.  RE: Cannot set field value when filtering for an Automation

    Posted 08-29-2019 12:30
    Is "Should Delete" a field in both tables or is it a lookup to one of those tables? That might make a difference. Automations are weird sometimes.

    What do you see as options for the second automation? Are you able to pick anything other than the greyed out unchecked?


  • 3.  RE: Cannot set field value when filtering for an Automation

    Posted 08-29-2019 13:17

    Both fields are formulas in their respective tables. I just happened to name them the same.

    I cannot change the value in the second automation.

    I thought it was possible the automation was only giving me existing options (i.e. all the records were unchecked for this field) but I purposefully created a record with where "Should Delete" is checked. Still see the same (no) options :(



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    Nick Mangine
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  • 4.  RE: Cannot set field value when filtering for an Automation

    Posted 09-03-2019 08:47
    Turns out this is a known bug. I opened a support case and was told as much.

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    Nick Mangine
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  • 5.  RE: Cannot set field value when filtering for an Automation

    Posted 09-17-2019 11:44
    Nick,

    Did they give you any idea when it is going to be fixed?  I'm running into the same issue

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    Jessica Feauto
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  • 6.  RE: Cannot set field value when filtering for an Automation

    Posted 09-17-2019 11:56

    They did not. Just that they would let me know when it was. So if you open a ticket, my guess is they would add you to that list as well.

    I ended up working around the issue. It's pretty simple to just create a text formula field that looks something like this:

    If([checkbox field],"yes","no")

    Then you can test the text field instead.



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    Nick Mangine
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  • 7.  RE: Cannot set field value when filtering for an Automation

    Posted 09-17-2019 12:13
    Thanks Nick.  I did something similar with a Formula Checkbox field.  Easy to facilitate but I can just imagine 3 years from now having that field still be hanging around and no one understanding what it was!

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    Jessica Feauto
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  • 8.  RE: Cannot set field value when filtering for an Automation

    Posted 03-08-2020 21:50
    Hi Nick,

    It is now March and I am experiencing this issue as well. I just discovered this thread trying to find a fix. Did you ever hear back on the bug?

    Thanks,
    Jennifer

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    JENNIFER PASCHAL
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  • 9.  RE: Cannot set field value when filtering for an Automation

    Posted 03-09-2020 07:26
    I recently had a problem where the system was not recocogniing

    not equal to unchecked

    so I made a new formula text field based off my checkbox field and used that as my filter.

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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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  • 10.  RE: Cannot set field value when filtering for an Automation

    Posted 03-09-2020 08:51
    I haven't heard anything, Jennifer. I also recently tried again but still could not use a checkbox to filter my automation.

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    Nick Mangine
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