Forum Discussion

Flo's avatar
Flo
Qrew Trainee
22 days ago
Solved

On Form Open, populate an User and Timestamp field. No way to trigger rule on Form Open?

Hi! Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty. I...
Forms
  • Denin's avatar
    Denin
    22 days ago

    Just to clarify for anyone that needs help: You need to uncheck "Run change actions when a condition changes..." which will be checked by default. When you uncheck this, the rule will be applied instantly (on form open), otherwise it is only applied if a field value changes.

     

    If you wanted to run the rule only on a new form, not an edit form, you can also add a rule like if Date Created = blank, then do something combined with above.

hueyal's avatar
hueyal
Qrew Cadet
22 days ago

I was able to successfully accomplish this with form rules.

See screenshot for example for defaulting the user.  (A similar configuration works for defaulting a date field.)

Denin's avatar
Denin
Qrew Assistant Captain
22 days ago

Just to clarify for anyone that needs help: You need to uncheck "Run change actions when a condition changes..." which will be checked by default. When you uncheck this, the rule will be applied instantly (on form open), otherwise it is only applied if a field value changes.

 

If you wanted to run the rule only on a new form, not an edit form, you can also add a rule like if Date Created = blank, then do something combined with above.