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BrianDunk's avatar
BrianDunk
Qrew Cadet
2 months 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 build...
Forms
BrianDunk's avatar
BrianDunk
Qrew Cadet
2 months 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
2 months 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.