Solved
Dynamic Form Rule - when record opened by User specified in field
I am wondering whether the following is possible and, if so, how to go about accomplishing it.
I have a new task form that includes a field for "Assigned To"
There is also a "Status" field.
Tasks are only created by supervisors.
When the User selected in the "Assigned To" field opens the created task record, the Status field should be set to "OPENED".
I know you can create a dynamic form rule to fire when a record is opened, but I only what it to fire when the user specified in the Assigned To field opens it.
Is this possible? If so, how do I go about accomplishing this?
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Paul Easton
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I have a new task form that includes a field for "Assigned To"
There is also a "Status" field.
Tasks are only created by supervisors.
When the User selected in the "Assigned To" field opens the created task record, the Status field should be set to "OPENED".
I know you can create a dynamic form rule to fire when a record is opened, but I only what it to fire when the user specified in the Assigned To field opens it.
Is this possible? If so, how do I go about accomplishing this?
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Paul Easton
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np
Just set up a form rule that says when
Multiple conditions are true
Status is blank
Assign to is the current user
action
Change status to opened
And uncheck that little check box at the bottom of the rules so that the rule fires all the time
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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