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Using dynamic form rules with Kanban boards

  • April 30, 2020
  • 0 replies
  • 39 views

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?
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MarkShnierYou
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  • Quickbase Alumni
  • April 30, 2020
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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