Forum Discussion
MarkShnier__You
Qrew Champion
On the form uncheck that checkbox at the bottom of the screen shot. That should fix the form rule. I also typically include a Condition in the form rule to only fire when those two values are not already the same.
As for the other Automations firing, you could flag the record initially created by the Automation so that you could then add a filter to the other Automations to not trigger on those ones.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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As for the other Automations firing, you could flag the record initially created by the Automation so that you could then add a filter to the other Automations to not trigger on those ones.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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vijaysingh
5 years agoQrew Cadet
I am able to achieve this by automation firing by setting up the flag value ..
But it didn't work using the FORM rule without checkbox selection also.. Not sure if we can not assign a formula field value to the PK column using automation.
Here is the logic for formula field- It's combination of "Milestone Name" value with "Related Batch" using operator "_" Related Batch is being decided based on another field..
[Milestone Name]&"_"&
If([Milestone Level - Benavides] = "Batch",ToText([Related Batch]),
If([Milestone Level - Benavides] = "Project",[Related Project],
If([Milestone Level - Benavides] = "Site",ToText([Related Site])
)))
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vijay singh
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But it didn't work using the FORM rule without checkbox selection also.. Not sure if we can not assign a formula field value to the PK column using automation.
Here is the logic for formula field- It's combination of "Milestone Name" value with "Related Batch" using operator "_" Related Batch is being decided based on another field..
[Milestone Name]&"_"&
If([Milestone Level - Benavides] = "Batch",ToText([Related Batch]),
If([Milestone Level - Benavides] = "Project",[Related Project],
If([Milestone Level - Benavides] = "Site",ToText([Related Site])
)))
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vijay singh
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- MarkShnier__You5 years agoQrew ChampionDo you have that formula field on the form? I have found that calculated fields need to be on the form to have them update
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- vijaysingh5 years agoQrew CadetNo. It was not their on the form.. I added and it worked.. Thanks for all your help Mark . Appreciate it
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vijay singh
------------------------------- MarkShnier__You5 years agoQrew ChampionNote that the field does not have to be visible on the form. I make a section at the bottom of the form called Reqd for form rules.
Then I use a rule like
when [some data entry field] is not 999999999
Action hide section Reqd for form rules
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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