Form Rule Question

Question

Will this rule trigger to check the checkbox field named "14day_renewal" 14 days prior to the date in the field "Subs_To"?
------------------------------Brian Dunk------------------------------

markshnier__you · Answer

Definately not.&nbsp; Forms rules only trigger when a human user edits the record and saves the record.
------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

briandunk · Answer

Ok that is what I was wondering.&nbsp; Thanks------------------------------Brian Dunk------------------------------

markshnier__you · Answer

If you wanted to do something like that you would have to set up a pipeline to run every night which would scan for the records that need to be updated and do those updates.
------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

briandunk · Answer

I assume a Pipeline would do that?
How would I create a Pipeline to autmatically check a checkbox field (14day_renewal) when the date is 14 days before the "Subs_To" field?------------------------------Brian Dunk------------------------------

markshnier__you · Answer

Rather than using some crazy JINJA code in the Pipeline, I suggest you do it stupid simple.&nbsp; Just make a formula field on your record which is a checkbox field that indicates whether that field needs to be updated, then have the pipeline scan for that.&nbsp;------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

Forum Discussion

Form Rule Question

7 Replies