Action or webhook to automatically change fields to "0" when "no bid" is checked in grid edit mode

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Action or webhook to automatically change fields to "0" when "no bid" is checked in grid edit mode

anyone know how to do this? when i play with the actions tool, the option to edit related records is blurred.
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mkosek

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Posted 4 months ago

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QuickBaseCoach App Dev./Training, Champion

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If you want to edit the record you are on, automatically, then you will need to make a Report Link field type and set the left side to [Record ID#] and then right side, navigate to the same app, same table, and then the same [Record ID#] field.

I suggest calling this field [Report Link to this record]


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mkosek

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i am not sure if this is a solution to my problem. what exactly does the report link do? i created it and added it to my form.  i must be missing something.

in grid edit, i have several fields that the supplier enters pricing data into. Sometimes there are up to 30 part numbers we are having them quote at once. Instead of requiring them to enter "0" for several required fields when it is a no bid, i want them to check "no bid" and automatically those required fields would populate as "0". obviously i can do this with form rules, but those do not work in grid edit and we need to use Grid edit.

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QuickBaseCoach App Dev./Training, Champion

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An Action will execute when the record is saved.  It will not act as a dynamic form rule in Grid Edit mode.  It happens "under the covers" a split second after the record is saved.
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Dan

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Automations can do this type of thing without the need for a custom report link, for what it's worth. Webhooks can as well, but those have a bit more of a learning curve.