Forum Discussion

PaulEaston's avatar
PaulEaston
Qrew Assistant Captain
6 years ago

Using dynamic form rules with Kanban boards

I have a dynamic form rule that fills a DATE STARTED date field when a multiple-choice field is set to "In Progress" and a DATE COMPLETED date field is filled when the status is changed to "DONE".

I have a Kanban report that shows cards organized into columns using the Status field. 

When I drag a card from, for example, IN PROGRESS to DONE, the DATE COMPLETED field is not updated. 

How can I have a change in the status field update a date field when changing it by moving it via a Kanban report?

6 Replies

  • The Dynamic Form rules only work when a record is put into Edit Mode by a human.
    You will need to build an Automation to do that.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • PaulEaston's avatar
      PaulEaston
      Qrew Assistant Captain
      Okay. I'll look into that. Thank you.

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      Paul Easton
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    • JeremyLahners's avatar
      JeremyLahners
      Qrew Cadet
      @Mark Shnier (YQC) We have this exact same requirement.  Is this accomplished with a Pipeline, QB Action, or something else?​  I've seen a few references to "building an automation" but it's not entirely clear which automation type to create.

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      Jeremy Lahners
      LeadBaller
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        I suggest using an Automation or a Pipeline.  Automations will be allowed to be created until about January 21, 2022 and after that it's a plunge into Pipelines.

        To set up an Automation (which is a bit easier than a Pipeline), you navigate to Automations and the Settings and its pretty straight forward to create the Automation to trigger when the status is changed  and then to take some actions.  Maybe that and post back if you get stuck.

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        Mark Shnier (YQC)
        mark.shnier@gmail.com
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