PaulEaston
5 years agoQrew Assistant Captain
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...
- 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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