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BrianDunk's avatar
BrianDunk
Qrew Cadet
23 days ago

Updating a Field on Record Save Rule Using New Forms Rule Builder

I have many forms using the old form builder with "On Record Save" rules built to update a field value when a user saves a new record.  Very simple in the old form rule builder interface.  I am building a new form in the new form builder interface and am trying to create an On Record Save rule but can't see how to do this.  Any help would be much appreciated.

My rule is pretty simple, When the user saves the record change a field value to "x" on save.

Thanks - Brian

Forms

3 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    23 days ago

    I also noticed that the new form does not have that option. Perhaps the Developers thought process was there's no need for that.

    What if you just have a form rule that simply changes the value of the field when the form is being edited as opposed to only on save. 

    • BrianDunk's avatar
      BrianDunk
      Qrew Cadet
      23 days ago

      So how would that work when someone clicks on a link to open the form?  The field is set when they open it?  That would be fine.  How would I set that up in the new rule builder?

      • Denin's avatar
        Denin
        Qrew Assistant Captain
        23 days ago

         

        If you want the field set when the user opens the form, you could uncheck run change actions when a condition changes, and then the rule will apply immediately when the form is open. If you want the rule set without any particular trigger, you could do something like if Date Created is equal to the date and leave date blank.