Change actions not working in dynamic form

  • 0
  • 1
  • Question
  • Updated 1 year ago
  • Answered
I am trying to have fields change based on a dynamic form rule when a new record is created and depending on the persons role, but it is not changing the field once saved. Below is what I have setup.

Photo of Alexander Jackson

Alexander Jackson

  • 120 Points 100 badge 2x thumb

Posted 1 year ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,786 Points 50k badge 2x thumb
If you are trying to trigger based on when a record is being created, I suggest that you create a field called [Record ID# mirror] with a formula numeric formula of [Record ID#].

Then trigger when that field is blank. 
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,786 Points 50k badge 2x thumb
For some unknown reason, you cannot use Record ID# in a form rule. So this is a work a round to create a mirror field.
Photo of Alexander Jackson

Alexander Jackson

  • 120 Points 100 badge 2x thumb
Thanks for you help. I created the Record ID# Mirror field and now have setup what is below. However, when I click new project the 2 fields associated with the action are not changing to Y.

Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 52,786 Points 50k badge 2x thumb
Try unchecking that box at the bottom.  The mirror field never did change so it will not fire.  It needs to always fire, not just when it changes.
Photo of Alexander Jackson

Alexander Jackson

  • 120 Points 100 badge 2x thumb
That worked! Thank you!