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Dynamic form rules getting triggered by Import

  • 1.  Dynamic form rules getting triggered by Import

    Posted 06-03-2019 16:15
    I have a dynamic form rule that says "When the record is saved, and [Location] has been changed to "In Repair", change [Repair Check-in] to current date". This works as expected. If the [Location] field is changed to "In Repair" (and ONLY in this case), the current date is added to [Repair Check-in]. I have tested it and it works fine.

    However, I have come to find that using the Import function to add new records triggers this form rule regardless of what the value in [Location] is for the new imports. Even if new records are imported with [Location] being something other than "In Repair", the form rule triggers and adds the current date to [Repair Check-in]. It shouldn't be doing this. The rule should only trigger when [Location] is edited and changed specifically to "In Repair".

    Why is this happening? I can't figure it out.


  • 2.  RE: Dynamic form rules getting triggered by Import

    Posted 06-03-2019 16:21
    Check that you do not have a Webhook, a QB Action or an Automation doing this.  Your form rules only work when records are modified in the Form itself; not via an import.  There must be another workflow process doing this.


  • 3.  RE: Dynamic form rules getting triggered by Import

    Posted 06-03-2019 16:38
    That's what I had thought, that imports should not trigger form rules.

    I have no Webhooks or Actions. I do have two Automations. One of them is set up to change a field called [Location Check-in] whenever the field [Location] is changed. This would include if [Location] was changed from "In Repair" to something else, which is also technically what the form rule is doing too in a very specific scenario. So there could be an overlap between the automation and form rule.

    However, the automation is only set up to fire if a record is modified, not when it's added. I just did a new import of data and neither of the automations fired, but the imports did get the [Repair Check-in] field modified. It's so weird.


  • 4.  RE: Dynamic form rules getting triggered by Import

    Posted 06-03-2019 16:44
    Disable your automation; and see if the import does the same thing.  You may need to submit a support ticket if you are seeing data changes with no automations firing on new record imports.


  • 5.  RE: Dynamic form rules getting triggered by Import

    Posted 06-03-2019 16:51
    I was thinking the same. I disabled the two automations but the problem persists. I'll open a ticket with Quickbase. Thanks for your help.


  • 6.  RE: Dynamic form rules getting triggered by Import

    Posted 06-13-2019 19:19
    The problem turned out to be that the [Repair Check-in] field, as a date field, had the box "today's date as default" checked in the field properties. This meant that new records automatically got today's date added into this field, even during import. The fix was just to uncheck this box. Problem solved.