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Change actions not working in dynamic form

  • 1.  Change actions not working in dynamic form

    Posted 07-05-2017 21:03
    I am trying to have fields change based on a dynamic form rule when a new record is created and depending on the persons role, but it is not changing the field once saved. Below is what I have setup.



  • 2.  RE: Change actions not working in dynamic form

    Posted 07-05-2017 21:06
    If you are trying to trigger based on when a record is being created, I suggest that you create a field called [Record ID# mirror] with a formula numeric formula of [Record ID#].

    Then trigger when that field is blank. 


  • 3.  RE: Change actions not working in dynamic form

    Posted 07-05-2017 23:59
    For some unknown reason, you cannot use Record ID# in a form rule. So this is a work a round to create a mirror field.


  • 4.  RE: Change actions not working in dynamic form

    Posted 07-06-2017 16:23
    Thanks for you help. I created the Record ID# Mirror field and now have setup what is below. However, when I click new project the 2 fields associated with the action are not changing to Y.



  • 5.  RE: Change actions not working in dynamic form

    Posted 07-06-2017 16:31
    Try unchecking that box at the bottom.  The mirror field never did change so it will not fire.  It needs to always fire, not just when it changes.


  • 6.  RE: Change actions not working in dynamic form

    Posted 07-06-2017 16:34
    That worked! Thank you!