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PaulEaston's avatar
PaulEaston
Qrew Assistant Captain
5 years ago
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. T...
  • MarkShnier__You's avatar
    5 years ago

    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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