Forum Discussion
LauraThacker
Qrew Captain
Check that you do not have a Webhook, a QB Action or an Automation doing this. Your form rules only work when records are modified in the Form itself; not via an import. There must be another workflow process doing this.
JamesTrory
5 years agoQrew Assistant Captain
That's what I had thought, that imports should not trigger form rules.
I have no Webhooks or Actions. I do have two Automations. One of them is set up to change a field called [Location Check-in] whenever the field [Location] is changed. This would include if [Location] was changed from "In Repair" to something else, which is also technically what the form rule is doing too in a very specific scenario. So there could be an overlap between the automation and form rule.
However, the automation is only set up to fire if a record is modified, not when it's added. I just did a new import of data and neither of the automations fired, but the imports did get the [Repair Check-in] field modified. It's so weird.
I have no Webhooks or Actions. I do have two Automations. One of them is set up to change a field called [Location Check-in] whenever the field [Location] is changed. This would include if [Location] was changed from "In Repair" to something else, which is also technically what the form rule is doing too in a very specific scenario. So there could be an overlap between the automation and form rule.
However, the automation is only set up to fire if a record is modified, not when it's added. I just did a new import of data and neither of the automations fired, but the imports did get the [Repair Check-in] field modified. It's so weird.