Forum Discussion

CarolMcconnell's avatar
CarolMcconnell
Qrew Captain
4 years ago

Update one User field when another one is updated

I have a app that shows who the current user is based on a State selected. In order to make sure I record the correct user at the time the record is created. I have created another field let's say ...
Form Rules
CarolMcconnell's avatar
CarolMcconnell
Qrew Captain
4 years ago
That is what I tried but it's not working. I created a checkbox formula field to check if the Recruiter fields is blank and if so change the Recruiter field to the user in the State-Recruiter Name field.  The State Recruiter Name field is a lookup field, so I'm not sure if that is affecting it or not. 



------------------------------
Carol Mcconnell
------------------------------
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago
Did you uncheck that "hidden" checkbox at the bottom of the form rule screen for that form rule.

ie Fire all the time?

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
  • CarolMcconnell's avatar
    CarolMcconnell
    Qrew Captain
    4 years ago
    Yes, it is not checked.  I've tried both ways.

    ------------------------------
    Carol Mcconnell
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      4 years ago
      Is that formula on the form?  Sometimes form rules do not fire properly when the formula field they depend on is not on the form.

      ------------------------------
      Mark Shnier (YQC)
      mark.shnier@gmail.com
      ------------------------------
      • CarolMcconnell's avatar
        CarolMcconnell
        Qrew Captain
        4 years ago
        Yes it is on the form.

        ------------------------------
        Carol Mcconnell
        ------------------------------