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Alternative to form rules when making changes via Grid Edit

So I think it is pretty well known by now that form rules don't fire when making changes to records in grid edit form. My question is what is the alternative to automating changes? I guess the obvious answer is Automations, but is that the only/best option to this problem?

Essentially I have a checkbox that I want to be marked checked based on selections made in another field, but that field will primarily be updated via a report in grid edit form.

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Chris Swirtz
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    This topic has been closed for replies.

    • AustinK
    • Registered
    • April 1, 2020
    Another recent option that came up is Pipelines as well. You can do a lot more with a Pipeline than you can with an Automation.

    I have been playing with them myself for the same reasons. I have a lot of rules that happen on the form but I would rather have them just happen no matter how the user interacts with the record.

    In your case it sounds like you might be able to get away with a formula checkbox though? What are the exact requirements you have? You mentioned that it needed to be checked when certain criteria was met based on selections in other fields, that sounds totally doable with a formula. If you post back I can help you with that.
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