Is it possible to automatically change a field (status from inactive to active) when a record is modified?

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  • Updated 3 years ago
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I have two fields 

1. Task Notes, which is a text field that tracks changes.  

2. Task status field that is a multiple choice of active/inactive.  

If the task notes is modified I would like the Task Status field to automatically change to active.

Is this possible?

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cheryl

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Posted 3 years ago

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Try a Form Rule

When the record is saved
And the following conditions are true

The field [Task Notes] has changed

Change the value in the field [Task Status] to Active
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cheryl

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Work Perfectly, thanks
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Jonathan Heuer

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I have been using webhooks instead of form rules for automatic changes like this. The virtues of webhooks is that they will work regardless of how the change is made, including via grid edit or some other form. Highly recommended, and won't break if you change your form down the road.