Discussions

Expand all | Collapse all

Question about actions on record modifications

  • 1.  Question about actions on record modifications

    Posted 06-28-2017 14:19
    So I'm trying to create an action that when a record is modified it creates a task. That is simple enough. Though, there are two fields that need to be modified to trigger this action. Lets call them [Field A] and [Field B]. So when both [Field A] and [Field B] are no longer blank the action fires. Though, [Field A] could be filled in on Monday and [Field B] on Tuesday, or they could both be filled in on the same day. This is because this information may be gathered at a time later then when the record is created. Will this require 3 actions?

    1. When the record is modified, and the specific fields [Field A] and [Field B] change and [Field A] and [Field B] are no longer blank, the action fires.

    2.When the record is modified, and [Field A] changes and [Field A] and [Field B] are no longer blank, the action fires.

    3.When the record is modified, and [Field B] changes and [Field A] and [Field B] are no longer blank, the action fires.

    Or does the specific fields change only require one of the fields specified to change to fire and I will only need the first action?


  • 2.  RE: Question about actions on record modifications

    Posted 06-28-2017 14:22
    I think that you only need the action #1.


  • 3.  RE: Question about actions on record modifications

    Posted 06-28-2017 14:39
    This not having sandbox mode to test this stuff out immediately is a bummer (can't copy app, limited space), but thank you!


  • 4.  RE: Question about actions on record modifications

    Posted 06-29-2017 01:58
    Just to clarify, it should be:
    1. When the record is modified, and the specific fields [Field A] OR [Field B] change and [Field A] and [Field B] are no longer blank, the action fires.


  • 5.  RE: Question about actions on record modifications

    Posted 06-29-2017 12:35
    Yes, you are correct!