Forum Discussion

JamieOwens_Knig's avatar
JamieOwens_Knig
Qrew Trainee
5 years ago

Form Rule Not Working

I have an app where we track audits. We first schedule the audit, then go back and edit the record to enter audit results. I have a form rule set up to automatically change the status field to "Not Started" when the record is initially saved (when the audit is scheduled).  I want a pop up to occur when a user goes into edit the audit record (and start the audit) and the status field is equal to "Not Started".  Below is my rule. However, I'm getting a pop up when I add a new record, i.e. schedule the audit. Am I not able to have these two rules live together?


I've also tried it this way:



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Jamie Owens-Knight
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Forms
  • PaulPeterson1's avatar
    PaulPeterson1
    Qrew Assistant Captain
    5 years ago
    Are you trying to have the popup show on status change or when the record is saved?  I may be wrong, but I believe the messages occur on save.  If you want something to appear on the screen immediately using dynamic form rules you could create a field on the form to display the message and show/hide that field using dynamic form rules.

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    Paul Peterson
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    • JamieOwens_Knig's avatar
      JamieOwens_Knig
      Qrew Trainee
      5 years ago
      Actually, I want the pop-up to show when a user opens the record to edit it, but not when they create a new record. Is that not possible? The rule conditions are "When the record is opened, and (all) Status is equal to Not Started, display a message." When a record is added, Status is equal to <<blank>> but I'm still getting the pop-up. If Status is equal to Completed, I don't get the pop-up. So I'm wondering if I cannot keep the pop-up message from showing when a record is added?

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      Jamie Owens-Knight
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        If you create a field called [Record ID# mirror] as a formula numeric field with a formula of

        [Record ID#]

        then unlike  [Record ID#] it will be available to use in form rules.

        The Record ID# will be blank when the record is in ADD mode.  So you should be able to add to the rule that the [Record ID# mirror] is not blank, as that would mean the record does exists so the user must now be in EDIT mode, not ADD mode.

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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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