Pipelines and Dynamic Form Rules

Question

I currently have a pipeline that creates a record and populates a certain field. I have a dynamic form rule that says that when that field is populated, change the value of another field to match that field. When my pipeline runs and creates the record, the dynamic form rule is not triggering. I have tried adding another pipeline to run to update the record but that doesn't trigger the dynamic form rule either. If I go into the record and click edit then save then the form rule triggers. So my question is how do I get my pipeline to trigger a dynamic form rule? Creating a record and updating a record is not working. Thanks for the help!

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Amber Goodman
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MarkShnierYou · Answer

A Dynamic Form Rule is called a Dynamic From Rule because it only works on Forms.  ie, a real life person is editing a record on the screen by hand. So there is not a way to have a pipeline trigger a dynamic form rule. You would have to build that into the pipeline logic.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

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