Quickbase Actions
I am trying to make a Quickbase action... When a certain action takes place, I would like for a field to be edited, rather than having a new record created. However, the option for a field to be edit...
Forum Discussion
Actions are being phased out in June (much to our dismay). So I would attempt this as a pipeline.
However, if you are going to try the action - actions can only edit records in a report link. And an action will edit ALL records in that report link. So for example, if you have a child table, when your action takes place, you can select edit records in 'this child table', and then on the bottom select which fields will be edited and what value they will get. If a field is not available, that means it is not an editable field.
If you are trying to edit a field in the record where the action is taking place, you can sneakly do it with an action by creating a report link that shows itself, though that is not best practice. In that case you should use a webhook (also being phased out), or the real 'new' way is with pipelines.
"Actions are being phased out in June (much to our dismay)"
Has this been announced? I have heard nothing about Actions going away?
It was announced in March release notes:
https://helpv2.quickbase.com/hc/en-us/articles/24733708413716-Quickbase-March-2024-Release-NotesPlease write to your sales rep, give feedback, everything you can if you agree that it is a bad decision to remove them! So far, there is 100% agreement from developers that this is a terrible idea, so we are hoping that with enough push back, they will change their minds. There are some threads in here as well that would be great to add your opinion as well.
Here is a link to the blog post to voice your opinion! Add a comment. https://community.quickbase.com/blog/the-qrew-blog-/creation-of-new-qb-actions-and-webhooks-will-be-locked-as-of-june-30-2024/86329
