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When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules?

  • 1.  When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules?

    Posted 12-07-2018 20:02
    When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules. Is there something i'm missing or is this just not set up?  

    I have table set up called "Tasks" with a "status" drop down field where the option is either "Open" or "Done".  I set up the Kanban report with one column as "Open" one column as "Done".  I set up a dynmaic rule to change the field "completed date" to today's date when the the status becomes "Done".   This all works fine when I got into the record and edit it.  When I use the Kanban report and move the record from the open to done column it doesn't fire the dynamic rule.  Is there a way to get those rules to work with the Kanban report?


  • 2.  RE: When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules?

    Posted 12-07-2018 20:09
    They are correctly called Dynamic Form Rules because they are rules which work when a human user is editing a record with hands on keyboard.

    If you need rules to take place outside of that situation, then you will need to use an Automation.




  • 3.  RE: When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules?

    Bronze
    Contributor
    Posted 12-07-2018 20:55
    On point. Or webhooks.