Forum Discussion

BlakeBurns1's avatar
BlakeBurns1
Qrew Trainee
6 months ago

Public Access Role edits record and saves, but record does not update

Hello!

I've recently setup a button for my users to be able to send their customers a receipt of delivery. I've used a Secure Link for the customer to be able to open the receipt and setup the URL so it opens in edit, so they can scroll down and click a checkbox to confirm delivery.

However, when testing I'm noticing that even after I save and close as an outside user, the checkbox doesn't actually update on the record. Is there something I'm missing in either my Secure Link or the EOTI permissions that would cause this behavior?

Attached are screenshots of the record from my admin view, and a screenshot of the field from the customer's view.

Thank you in advance!

13 Replies

  • Denin's avatar
    Denin
    Qrew Captain

    Mark has a good point that there could be something external interfering with the value change, like a Pipeline.

    Something else you can check is whether the record is actually updating or saving at all. You might want to check your audit logs (App settings -> App Management -> Show audit logs) to verify what is actually happening.

  • That's certainly odd, because if the outside non-signed in EOTI user does not have edit access then the URL will fail to open at all. I presume when the user saves the record, it seems to save OK with no errors. 

    Is there any chance you have a pipeline running that could be unchecking that check box?  Or a Form Rule firing "when the record is saved"?

    One diagnostic thing you could try would be to put in a notification to Fire whenever a record changes just to see what is happening.

  • Thanks for the replies.

    There's no pipeline touching that table or field, and I tried removing the one form rule I had for the customer facing form and that didn't seem resolve it. No errors pop up when the outsider user clicks 'save and close', it just goes to a login screen after that, but I understand that's intended.

    I did check the audit logs and found record of the outsider user looking at the form, but there was no record_edit log. The only logs from that visit are attached.

  • :)

    Well, then, I have to ask this question.

    Are you absolutely sure that the check box field that you are looking at on the customer form is the same check box field you are looking at on the internal form? Right click to see the field ID#

    • BlakeBurns's avatar
      BlakeBurns
      Qrew Member

      Good morning!

      Good call as I do have a separate delivered check for user purposes, but I'm afraid they both match.

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        Sorry, now I'm confused.  

        Are you absolutely sure that the check box field that you are looking at on the customer form is the same check box field you are looking at on the internal form? Right click to see the field ID#.

        Can you show me a screen shot showing the record in view mode after the User saves, and displayed on the customer form?  Is that field checked? 

         

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      As Homer Simpson would say. "D'Oh!"

      I jumped on a quick call with Blake and realized we were on Legacy Forms and that I spent a couple hours of my life a few months ago before I realized that Secure Links are not supported on Legacy forms.  

      Per Quickbase AI help

      "Do secure links work on Legacy Forms?"

      Secure links in Quickbase do not work reliably with Legacy Forms. While they might function intermittently, Legacy Forms are specifically listed as unsupported for secure links.

      When using secure links in Quickbase, the following areas are unsupported:

      • Legacy forms
      • Legacy reports
      • Legacy dashboards
      • Dashboards
      • JSON APIs

      This means there is no guarantee that secure links will continue to work with these features. For the most reliable experience, it's recommended to use secure links with modern forms and reports instead [1].

       

      • BlakeBurns's avatar
        BlakeBurns
        Qrew Member

        Here to confirm that on making a non-Legacy form and setting up the Secure link to look at it, I was able to save on the Firefox browser where I wasn't logged in, no problem.

        Now to make the screen after saving a little nicer.

        Thanks, Mark, for taking the time on a Friday to hop on a call with me!