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When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules?

  • December 8, 2018
  • 0 replies
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When I edit record information by dragging records in a kanban report from one column to the next it's not firing the dynamic rules. Is there something i'm missing or is this just not set up?  

I have table set up called "Tasks" with a "status" drop down field where the option is either "Open" or "Done".  I set up the Kanban report with one column as "Open" one column as "Done".  I set up a dynmaic rule to change the field "completed date" to today's date when the the status becomes "Done".   This all works fine when I got into the record and edit it.  When I use the Kanban report and move the record from the open to done column it doesn't fire the dynamic rule.  Is there a way to get those rules to work with the Kanban report?
    This topic has been closed for replies.

    They are correctly called Dynamic Form Rules because they are rules which work when a human user is editing a record with hands on keyboard.

    If you need rules to take place outside of that situation, then you will need to use an Automation.


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