Forum Discussion

Qrew Trainee

6 years ago

Solved

Automatic Current Date Tracking Based on Status Field Choice

Hello everyone, Currently, I have multiple choice status field with this content: Invoice received Documents review PRF preparation PRF approval Bank transfer process Payment completed ...

Forms

MarkShnier__You
6 years ago
I think that this can be done with 6 form rules. Here is the first rule

CONDITIONS
When the record is saved
and Status has changed
and Status is equal to Invoice received

ACTIONS
Change the Invoice received date to the current date

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

SyaefulBahri3

Qrew Trainee

6 years ago

Hi Mark,

Thank you for your response. Do you think it's possible to remove all the status date field part?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Rather than creating dynamic form rules?, but it still grabs the current date when the status field is chosen?

Many thank Mark

------------------------------
Syaeful Bahri
------------------------------

MarkShnier__You

Qrew Legend

6 years ago

Sorry, I am not understanding.

You want to "delete" these fields?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Where would you store those dates then? Perhaps I am not understanding your question.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

SyaefulBahri3
Qrew Trainee
6 years ago
Hi Mark,

This is my not understanding. I apologize. Where I would store those dates then. You are definitely correct.

I'm gonna give a go for dynamics form rule solution. I'm thinking about grabbing the current date from the computer system. But that's "another story".

Many thanks, Mark

------------------------------
Syaeful Bahri
------------------------------
- MarkShnier__You
  Qrew Legend
  6 years ago
  My solution seems more simple than Babi's. But depending on how much of an Audit trail you want as t9 who did the update and at exactly what date and time, there are other enhancements possible.
  
  As for grabbing the computer date, I assume that you are aware that you can set your application to your correct local time zone as long as all your users are in similar time zones. The form rules know what the current date is.
  
  ------------------------------
  Mark Shnier (YQC)
  Quick Base Solution Provider
  Your Quick Base Coach
  http://QuickBaseCoach.com
  mark.shnier@gmail.com
  ------------------------------
  - SyaefulBahri3
    Qrew Trainee
    6 years ago
    Thank Mark,
    
    I'm curious what is the difference between your dynamics form rule solutions with this
    
    ------------------------------
    Syaeful Bahri
    ------------------------------

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Current Date Tracking Based on Status Field Choice","id":"message:57273","revisionNum":1,"repliesCount":9,"author":{"__ref":"User:user:40869"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:57273"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:57273"},"body@stripHtml({\"truncateLength\":200})":"Hello everyone, Currently, I have multiple choice status field with this content: Invoice received Documents review PRF preparation PRF approval Bank transfer process Payment completed ...","body@stringLength":"1861","rawBody":"Hello everyone,

Currently, I have multiple choice status field with this content:

Invoice received
Documents review
PRF preparation
PRF approval
Bank transfer process
Payment completed

I have created date field for each status to track the duration from one status to another status.

This is the complete date field for each status
Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

The user chooses the actual status and change the related date field for the status. Below is the screenshot of my actual form
\n

\n
Is there any solution to automatically the process?.
User choose the actual status -> Quickbase grab the current date -> Quickbase record the date for the status

for example:
user choose status Invoice received, the current date is 13 December 2019, QB record the status for the invoice received is happening at 13 December
user choose status Documents review date, the current date is 16 December 2019, QB record the status fo Documents review date is happening at 16 December

So I can count the duration for one status to another status later.

Many thank

------------------------------
Syaeful Bahri
------------------------------","kudosSumWeight":0,"postTime":"2019-12-14T19:14:00.000-08:00","images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01NzI3My04MjQ2aTNDQjE0N0JCM0ZEQjU1NTE?revision=1\"}"}}],"totalCount":1,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuM3wyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:Forms","text":"Forms","time":"2024-04-03T08:20:25.826-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:57273_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":46},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[]},"Conversation:conversation:57273":{"__typename":"Conversation","id":"conversation:57273","solved":true,"topic":{"__ref":"ForumTopicMessage:message:57273"},"lastPostingActivityTime":"2019-12-16T22:13:00.000-08:00","lastPostTime":"2019-12-16T22:13:00.000-08:00","unreadReplyCount":9,"isSubscribed":false},"ModerationData:moderation_data:57273":{"__typename":"ModerationData","id":"moderation_data:57273","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01NzI3My04MjQ2aTNDQjE0N0JCM0ZEQjU1NTE?revision=1\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/bS01NzI3My04MjQ2aTNDQjE0N0JCM0ZEQjU1NTE?revision=1","title":"8247.png","associationType":"BODY","width":912,"height":344,"altText":null},"Revision:revision:57273_1":{"__typename":"Revision","id":"revision:57273_1","lastEditTime":"2019-12-14T19:14:00.000-08:00"},"ForumReplyMessage:message:57276":{"__typename":"ForumReplyMessage","id":"message:57276","conversation":{"__ref":"Conversation:conversation:57273"},"author":{"__ref":"User:user:12614"},"revisionNum":1,"uid":57276,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"subject":"Re: Automatic Current Date Tracking Based on Status Field Choice","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:57276"},"parent":{"__ref":"ForumReplyMessage:message:57275"},"body":"Sorry, I am not understanding.

You want to \"delete\" these fields?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Where would you store those dates then? Perhaps I am not understanding your question.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
","body@stringLength":"747","rawBody":"Sorry, I am not understanding.

You want to \"delete\" these fields?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Where would you store those dates then? Perhaps I am not understanding your question.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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Here is the first rule

CONDITIONS
When the record is saved
and Status has changed
and Status is equal to Invoice received

ACTIONS
Change the Invoice received date to the current date

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"208","postTime":"2019-12-15T09:15:00.000-08:00","lastPublishTime":"2019-12-15T09:15:00.000-08:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":41},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:57273/message:57274","customFields":[]},"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}":{"__typename":"AssociatedImage","url":"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL","height":1084,"width":1085,"mimeType":"image/png"},"Rank:rank:29":{"__typename":"Rank","id":"rank:29","position":7,"name":"Qrew Legend","color":"2C9382","icon":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}"},"rankStyle":"FILLED"},"ModerationData:moderation_data:57276":{"__typename":"ModerationData","id":"moderation_data:57276","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ModerationData:moderation_data:57275":{"__typename":"ModerationData","id":"moderation_data:57275","status":"APPROVED","rejectReason":null},"ForumReplyMessage:message:57275":{"__typename":"ForumReplyMessage","id":"message:57275","revisionNum":1,"uid":57275,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:57273"},"subject":"Re: Automatic Current Date Tracking Based on Status Field Choice","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:57275"},"body":"Hi Mark,

Thank you for your response. Do you think it's possible to remove all the status date field part?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Rather than creating dynamic form rules?, but it still grabs the current date when the status field is chosen?

Many thank Mark

------------------------------
Syaeful Bahri
------------------------------
","body@stringLength":"616","rawBody":"Hi Mark,

Thank you for your response. Do you think it's possible to remove all the status date field part?

Invoice received date
Documents review date
PRF preparation date
PRF approval date
Bank transfer process date
Payment completed date

Rather than creating dynamic form rules?, but it still grabs the current date when the status field is chosen?

Many thank Mark

------------------------------
Syaeful Bahri
------------------------------
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cookies to play the video. Accept to continue or {url} it directly on the provider's site.","buttonTitle":"Accept","urlText":"watch"},"localOverride":false},"ModerationData:moderation_data:57277":{"__typename":"ModerationData","id":"moderation_data:57277","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:57277":{"__typename":"ForumReplyMessage","uid":57277,"id":"message:57277","revisionNum":1,"author":{"__ref":"User:user:40869"},"readOnly":false,"repliesCount":4,"depth":4,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:57276"},"conversation":{"__ref":"Conversation:conversation:57273"},"subject":"Re: Automatic Current Date Tracking Based on Status Field Choice","moderationData":{"__ref":"ModerationData:moderation_data:57277"},"body":"Hi Mark,

This is my not understanding. I apologize. Where I would store those dates then. You are definitely correct.

I'm gonna give a go for dynamics form rule solution. I'm thinking about grabbing the current date from the computer system. But that's \"another story\".

Many thanks, Mark

------------------------------
Syaeful Bahri
------------------------------
","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"postTime":"2019-12-15T19:26:00.000-08:00","lastPublishTime":"2019-12-15T19:26:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":4},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:57273/message:57277","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wzfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:57279"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:57279":{"__typename":"ModerationData","id":"moderation_data:57279","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:57279":{"__typename":"ForumReplyMessage","uid":57279,"id":"message:57279","revisionNum":1,"author":{"__ref":"User:user:12614"},"readOnly":false,"repliesCount":3,"depth":5,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:57277"},"conversation":{"__ref":"Conversation:conversation:57273"},"subject":"Re: Automatic Current Date Tracking Based on Status Field Choice","moderationData":{"__ref":"ModerationData:moderation_data:57279"},"body":"My solution seems more simple than Babi's. But depending on how much of an Audit trail you want as t9 who did the update and at exactly what date and time, there are other enhancements possible.

As for grabbing the computer date, I assume that you are aware that you can set your application to your correct local time zone as long as all your users are in similar time zones. The form rules know what the current date is.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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I'm curious what is the difference between your dynamics form rule solutions with this

\n

------------------------------
Syaeful Bahri
------------------------------
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