Forum Discussion

JohnSampath1's avatar
JohnSampath1
Qrew Trainee
5 years ago

Quickbase Action Not Occurring When Triggering Criteria is Met

My Quickbase Action is updating a Status field value. I have 3 fields in my criteria: (Status, Draft Version, and Department). [Status field is used both as criteria and the field to write to.] The a...
Quickbase Automations
JordanMcAlister's avatar
JordanMcAlister
Qrew Captain
Have you tried using a "change" dynamic form rule to change the status based on the draft and department entries?

------------------------------
Jordan McAlister
------------------------------
JohnSampath1's avatar
JohnSampath1
Qrew Trainee
5 years ago
Same issue unfortunately. (Automations same thing.)  (The Fire "change" actions only when a condition changes from false to true option is NOT checked. so that is not root cause for why it is not working. ) QB for whatever reason will not read the Status field (which is text multiple choice type)  when the action's trigger criteria is being checked unless I manually change it and save. Any other ideas please :-) ?

------------------------------
John Sampath
------------------------------
  • UrsulaLlaveria's avatar
    UrsulaLlaveria
    Qrew Assistant Captain
    5 years ago
    i think this may be due to the asynchronous nature of these calls. Since they are firing at different times, it may not catch something. If you were to change this status to something that runs via formula rule or form rule, it will run prior to the action every time. You will need to modify your workflow for it to trigger in the way you want.

    ------------------------------
    Ursula
    ------------------------------
    • JohnSampath1's avatar
      JohnSampath1
      Qrew Trainee
      5 years ago
      I came up with a workaround based on thinking about this further and Ursula's feedback. I created a checkbox field for every state. So when I go to a certain state then the corresponding checkbox is automatically checked. The subsequent action now correctly triggers based on the checkbox. (For whatever reason Quickbase can register a check box changing value from False to True but it cannot handle a text multiple choice field value changing. [also this is further proof that this is not a timing/asynchronous thing.] It is what it is. :-) ) 

      Thank you very much Ursula, Mark, and Jordan for your feedback.

      ------------------------------
      John Sampath
      ------------------------------