Pipelines and Dynamic Form Rules

I currently have a pipeline that creates a record and populates a certain field. I have a dynamic form rule that says that when that field is populated, change the value of another field to match tha...

Pipelines

MarkShnier__You

Qrew Legend

A Dynamic Form Rule is called a Dynamic From Rule because it only works on Forms. ie, a real life person is editing a record on the screen by hand. So there is not a way to have a pipeline trigger a dynamic form rule. You would have to build that into the pipeline logic.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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MarkStrassel

Qrew Cadet

3 years ago

So I have this same problem essentially, and I get the logic behind the way it works. I added a form rule and now I need to go back and trigger that rule on some past records. How do I transfer that form rule logic into a pipeline? And maybe more importantly, is using a pipeline a better "best practice" for this situation instead of a form rule anyway? This sort of shows a limitation to a form rule. Suggestions? I have over 800 records that I do not want to manually edit and save changes to just to trigger that form rule. I would like to say this is the last time I will add a form rule after I need it to be working but.....

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Mark Strassel
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Pipelines and Dynamic Form Rules