Form rule doesn't trigger when uploading data
I will be uploading data from a spreadsheet on a daily basis. I have a rule set to recognize if specific data is in a specific field and if it is check a specific box. For instance: If [Subject Prefix...
Forum Discussion
There is a trick to editing the record that you are on, or just imported.
Make a Report link field and point it to the record you are on - ie, match [Record ID#] on the left with the same app, same field [Record ID#] that you are on. Then the Action will allow you to edit the record.
Make a Report link field and point it to the record you are on - ie, match [Record ID#] on the left with the same app, same field [Record ID#] that you are on. Then the Action will allow you to edit the record.