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GeneStrelkov's avatar
GeneStrelkov
Qrew Cadet
5 years ago

Trigger notification based on records checkbox opening state

Hello.

I am trying to create a trigger, based on a checkbox value, when the record was opened, not the value at the time of saving.

Here are the main elements.
ReplacementSN - text field
ReturningSN - text field
ReturnedSN - text field
ReturnNeeded - checkbox
Returned - Date field

We lease devices to clients, and when we send replacement device, we expect an old one back, and if they lost it, we charge them lost fee.

Currently, we would create a record, with "ReplacementSN" field filled out, "ReturningSN" filled out, "ReturnedSN" field would be blank until they return a device, and "ReturnNeeded" checkbox would be Checked until they return the device.

When client returns device, we would fill out ReturnedSN" field, and the "Returned" date field (by placing a date, it automatically unchecks "ReturnNeededCheckBox"), and that closes out the ticket.

If client lost a device, we would put "Lost" under "ReturnedSN", put a date, and it unchecks the checkboxes, which closes the ticket.

In this case, ReturnedNeeded was checked when opening, "ReturnedSN" field was modified, but then checkbox was unchecked, after all fields were filled out, and saved. 

But here's when I need the notification. 

If client finally finds the device, and sends it back, we would go to the record that was closed out as Lost, edit "ReturnedSN" from Lost to an actual returned SN.

In this case, both checkbox is unchecked, and ReturnedSN field is modified, same as in normal scenario, but the only difference, is the "ReturnNeeded" checkbox was already unchecked when opening the record.

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Gene Gene
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1 Reply

  • Any kind of trigger in QuickBase, Notifications or Automations or Pipelines will only Trigger when there is an edit to a record.
    but you could make a formula URL to edit fields(s) on a record (thus Triggering a Notification) and then land the user in edit mode on the record.


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