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 up...
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"

.....

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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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