I’m looking for a way to reset one field [Attempts] when a second field [Tracker] changes (to any non-zero value.)
In the world, we allow up to three phone contact attempts to reach a customer. If we don’t reach by the third contact, we stop trying.
However, if the customer takes an action related to our contact attempts we increment a field called Tracker. Whenever Tracker is incremented, Attempts is zeroed out and we have another three contact attempts.
If / When the Tracker reaches 3 we stop all effort for this person.
If possible, I would like to use a Form Rule to do this.
I do not know what value is currently in the Tracker field, and for resetting the Attempts counter, it does not matter. Any change to Tracker results in a reset of Attempts counter.
In other words:
If [Tracker] changes (from anything, to anything)
then set [Attempts] to zero
QuickBase provides an option like this to trigger an e-mail notification, but I can’t see how to replicate it with a Form Rule. (See attached Screen Shot for the e-mail Notification logic choices that send me an e-mail anytime I would want to reset the Attempts Counter.)
Also, the resulting e-mails tell me what I’m looking for. The e-mails contain this line (from multiple examples):
· Failure Counter changed from 0 to 1
· Failure Counter changed from 1 to 2
I thank you in advance for your assistance.
- David in Tucson