Forum Discussion
MarkShnier__You
Qrew Legend
5 years agoDynamic Form Rules only trigger when the record is being edited by a person and using that particular form.
Even patient and pipelines will only trigger when a record is being edited. They will not trigger when look up or summary fields change.
Your best bet would be to use a pipeline or an automation to trigger when the source of the summary field changes. You would need to figure out how to coax that summary field onto the record that was actually changing so that the pipeline or automation and would know to Fire.
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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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Even patient and pipelines will only trigger when a record is being edited. They will not trigger when look up or summary fields change.
Your best bet would be to use a pipeline or an automation to trigger when the source of the summary field changes. You would need to figure out how to coax that summary field onto the record that was actually changing so that the pipeline or automation and would know to Fire.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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