Work around for Kanban

Question

I have a formula text field that figures out and posts a job status ("In progress", "completed", etc).

I wanted a kanban chart for that, but it only works off a multiple choice field. So my solution was to create a multiple choice field, and have it change using dynamic form rules to match the formula text box. This has a couple of errors:

1) If you grid edit, the dynamic form rules to not fire, and so my multiple choice field does not update.
2) One of my rules is fired off a related table (i.e. I have an invoice table as a child. They can add an invoice. If they put in a date of that invoice, that triggers my formula text field). However, this does not fire unless I go into edit mode of the project (and as you know, you can add items from a related table without being in edit mode).

Thoughts on a work around?

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Mike Tamoush
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MarkShnierYou · Answer

The solution will be two Automations. One to fire off the parent and one to fire off the child. It's probably a low volume table and one easy solution is to to create a saved table to table import to import the records into itself, merging on [Record ID#].

Set a filter to only update where the formula does not = the Multiple choice field.

The Automation would trigger the saved table to table import to update all records where there is a mismatch.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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