Can I have the first entry into a field be added to the log for this field?

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I have a date field with a formula field to translate the date to text and a log field to track the changes using a form rule. The log field does not track the first entry into the date field. What do I need to add to my rule to capture this first entry also?

Thanks in advance!

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Hands

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Posted 4 years ago

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QuickBaseCoach App Dev./Training, Champion

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Did you try triggering the form rule on the original field changing, not the formula text field?
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Hands

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This is already how I have it set up. It tracks changes so the second date to be added is captured in the log but not what it replaced. I'm wondering if I need an additional clause to the rule to achieve this.
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What is your current rule?  I did a test and my rule seemed to work for edit and add.

When the record is saved
and my input field has changed
Change the value of my log field to the value in the field my formula field.
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Hands

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That is what I have for my formula too. Most of my form has already been completed and saved before a user would get to this field. They then want to add this information. When I edit a record and add dates to the original field and save the form the formula field fires but these dates are not added to the log. When I go back and edit the record again, changing the dates to something else the log field is populated. I have tried with the checkbox for "Fire "change" actions only when a condition changes from false to true" both checked and unchecked.
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David_In_Tucson

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Hello,

Is your formula field displayed on the form?

I had a problem recently where a formula to be used in something similar to a log field was not on the form because I did not need to show it to the user.

When it is displayed on the form, it updates differently than when it is hidden -- and my log field was updated as expected.

I'm curious to know if this helps.

- David
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Hands

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It is shown on the form.
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David_In_Tucson

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Hello,

I've made screen shots of all the fields, formulas and form-rule I used for my log.

It tracks when a person opens a record for editing and when they saved it, along with their name.

In production I add add'l text as desired to the log.

I trust this helps.

- David in Tucson
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Hands

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Thank you. This would help, although it will add a line to the log each time the form is saved, whether there is an update to the date field in question or not. This is fine but would clutter the log field with repetitions as many fields are edited in this form. Instead I have created an additional rule that if the form is saved and the date field is blank it will change to 1/1/11. This is a placeholder ensuring that the first manual entry is captured in the log and this generic data is not retained.
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David_In_Tucson

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Sounds like this is progress.


What I'm doing is intending to record something for each "touch" of a record.
In some applications, I have this adjusted so that only updates if the user is in a specific Role. (QB Role).

Hopefully you can refine this to meet your needs.

- David