Change actions not working in dynamic form
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.
Forum Discussion
- 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. - 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.
- 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.
- 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.
- That worked! Thank you!
