Your best bet would be to set up a series of
Quick Base automations that map your formula logic to reset the MC choice field for your Kanban.
Form rules, as their name implies only work on forms, so they're a bit limited. Automations will work with any change that occurs on the record. So you could set it up that when certain conditions are met and its time for the actual status to move with your workflow, fire off an the change and have it happen in the background so your MC field gets in sync
So in your first example - you would have an automation set up that:
when a record is added/modifed -
and [1st patient enrolled] is not blank,
and current Milestone status = "Not Started" or something (This is important so that you don't accidentally reset your status once you've move on
then add an action to set the status to "1st patient enrolled"
Chayce Duncan | Technical Lead
(720) 739-1406 |
chayceduncan@quandarycg.com Quandary Knowledge Base
