An alternative approach is to use a Pipeline.
Qrew LegendTry two forms rules, both starting with
When the record is saved"
and then set the condition and the action.
Mark, it may be an issue when a File Attachment field is used in a form rule "firing" when saving a record. Again, after saving the record -- if I edit and save the record again the rule "fires" --
Qrew LegendAre you saying that the formula checkbox depends on whether or not a file attachment exist? Can you rebuild the form rule to directly look at that attachment field?
The same issue -- unless the file already exists in the record -- if no file exists in the record -- and I edit the record and add a file -- when I save the record -- I want a checkbox field to change to True --- this does not happen -- unless I reopen the record in edit mode and save - then the form rule fires.
Qrew LegendAn alternative approach is to use a Pipeline.
