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Question

Dynamic Rules per role

  • November 6, 2021
  • 0 replies
  • 53 views
I have 4 forms that are separated by role.  I'm working on a project that may require many dynamic rules and I want to know if there is a way to apply them across all forms and all roles.  Each form is very unique so I don't want to just copy the form where I create the rules.  Essentially trying to create rules that apply to every form without having to create the rules on each form.

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Scott Talarico
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MarkShnierYou
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No, there is not a way to do that. Like you said you could make the rules on one form, get them perfected,  and copy the form and go forward from there but there is no way to have global rules apply to multiple different forms.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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  • EvanMartinez
  • Community Moderator
  • November 8, 2021
Hi Scott,

Are the dynamic form rules you are using more about changing the forms to hide and show fields under specific circumstances or are they mostly to prevent saves or automate workflows? For example when a field changes values add that to another field, etc?

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Evan Martinez
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