Forum Discussion

SyaefulBahri3's avatar
SyaefulBahri3
Qrew Trainee
5 years ago
Solved

Automatic Current Date Tracking Based on Status Field Choice

Hello everyone, Currently, I have multiple choice status field with this content:  Invoice received Documents review PRF preparation PRF approval Bank transfer process Payment completed ...
Forms
  • MarkShnier__You's avatar
    MarkShnier__You
    5 years ago
    I think that this can be done with 6 form rules.  Here is the first rule

    CONDITIONS
    When the record is saved
    and Status has changed
    and Status is equal to Invoice received

    ACTIONS
    Change the Invoice received date to the current date



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
The reason I suggested a form rule that did not fire until the record was saved, was just in case the user wasn't sure about what status they were choosing I didn't want the date to fill-in until they made their final decision and did the save.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
SyaefulBahri3's avatar
SyaefulBahri3
Qrew Trainee
5 years ago
Thanks Mark, really appreciated

------------------------------
Syaeful Bahri
------------------------------