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Question

Require Field Updates based on another field changing

  • September 24, 2020
  • 0 replies
  • 19 views

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I have used Quick Base to build a client portal for customers to view their service incidents with our company and I want to build in a mechanic where if a service case status changes then a portal update is required for the agent.  I am not finding a way through a Dynamic rule to force a field to be required based on a specific field change.  Status is a Text-Multiple Choice field.  

Has anyone achieved this?  Am I missing something basic?

Also, I need this to happen on only specific tickets for portal accounts/customer so the Dynamic rule would be like this:

If Status Changes
AND
Client = XXXXXXX
Then 
Require Portal Update


Any help is appreciated.

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Joshua Case
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This topic has been closed for replies.

MarkShnierYou
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Try making a form rule starting off with

"when the record is saved"

and the field [Status] "has changed"

.....

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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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