Forum Discussion

JoshuaCase's avatar
JoshuaCase
Qrew Cadet
5 years ago

Require Field Updates based on another field changing

I have used Quick Base to build a client portal for customers to view their service incidents with our company and I want to build in a mechanic where if a service case status changes then a portal update is required for the agent.  I am not finding a way through a Dynamic rule to force a field to be required based on a specific field change.  Status is a Text-Multiple Choice field.  

Has anyone achieved this?  Am I missing something basic?

Also, I need this to happen on only specific tickets for portal accounts/customer so the Dynamic rule would be like this:

If Status Changes
AND
Client = XXXXXXX
Then 
Require Portal Update


Any help is appreciated.

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Joshua Case
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Forms
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    Try making a form rule starting off with

    "when the record is saved"

    and the field [Status] "has changed"

    .....

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JoshuaCase's avatar
      JoshuaCase
      Qrew Cadet
      5 years ago
      This worked.  Thank you.

      The only thing I had to do was make a condition referencing the customer name and make the action change the "Portal Update" field to "There was a status change in your ticket.  The status is [status].

      Thanks for the help.

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      Joshua Case
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