Dynamic Form Rule to Display Message

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I am having trouble setting up a Dynamic Form Rule.

I want a message to be displayed whenever a record is saved. Why isn't this an option that I can select? When I choose the condition of a record being saved, my ability to select the option of "display a message" goes away.


The reason I have not selected another condition is because this a form with many numeric formula fields, that are using lookup fields to do math.

Every time i assign the form rule's condition to be based on a field (usually a lookup field from another table) it does not fire correctly when the records are saved.

Any ideas on how to rectify?
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Ashley Asante

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Posted 1 year ago

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Noah McBride

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Have you tried having a Message Display when the Final Field that requires input is not equal to <blank> ? This seems like the most straightforward way to solve this.

You could also create a Formula - Checkbox that is equal to True when all of the required fields are not equal to <blank> and then have your Message Display when the Formula Checkbox changes from unchecked to checked.
(Edited)
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Ashley Asante

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I think the issue was the field my rule was based upon is a lookup field to another table. So you're right --- I had to create a field based on data from the table I was working from. Thank You.


Are you aware of any html or imaging I can use with this Pop Up Message?
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Matthew Neil

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Be aware that if you have multiple 'when the record is saved' form rules, they might be conflicting.

As far as the formulas not calculating right away, this could also be a result of too many form rules, or complicated formulas.

Sometimes I see this when a browser is running slow because of too many formulas and/or too many other processes (tabs) running.


Matthew Neil - Product Specialist
(Edited)
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Adam Keever

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You can do this using the image on load technique including a redirect to a landing page. There is an app in the exchange that has this built in to it so you can copy/paste & learn.

Lookup ABC Hotel Projects Milestones.

Here are links link to videos Kirk Trachy put together detailing the functionality:

Overview = https://youtu.be/x5x1nC2lukk

Technical = https://youtu.be/atgRZFv9CCI


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Harrison Hersch (QB), Quick Base Sr. Product Manager (Platform)

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Hi Adam. Quick Base has native features to support redirects in certain workflow scenarios. We would highly suggest native supported features as we are unable to support or maintain javascript injection techniques and they may break in the future.

If there is a feature you'd like to see that you don't think we have as it relates to these workflows, definitely submit feedback on Uservoice.
(Edited)
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Harrison Hersch (QB), Quick Base Sr. Product Manager (Platform)

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Hi Ashley. Are you looking to prevent the save, or just display a message? We can prevent the save with a message using our new Custom Data Validation feature, available in beta right now.