Forum Discussion

BenjaminGolden's avatar
BenjaminGolden
Qrew Cadet
6 years ago

Running Action/Automation with a Formula Trigger

So, to pre-summarize and make a long story short, I'm looking for a way to get an Automation, Action, or whatever method may work to create a new record when the result of a formula changes. I know th...
Formulas and functions
Quickbase Automations
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
6 years ago
For a fully automated solution you can try this but I don't know for sure if it will work.  I have other non fully automated solutions as plan B.

Set up a saved table to table import  and an Automation run it daily to copy the formula date into a [last recorded formula date] field.  ie import the record into themselves merging on [Record ID#] filtered by where those two dates are not equal.

Then set up another Automation to create a Work order when the 
[last recorded formula date] changes.

Let me know if that works or does not work.

BenjaminGolden's avatar
BenjaminGolden
Qrew Cadet
6 years ago
Currently, this seems to be exactly what I want. The import works, and as long as it runs like normal in the day-to-day this seems to be the right way to go. Best thing to do now is cross my fingers for the Automation timing improvements they said they'd implement in User Voice.

Anyway, thanks, Mark! I think it's worth mentioning I've taken your advice on here more than a few times since I started using QB a few weeks ago and it's good to hear from you directly. Hope you're having a good day!