Is the "When the Record is Opened" form rule broken?

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  • Updated 4 years ago
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I have a Dynamic Form Rule that looks like this:

When the record is opened

and all of the following conditions are true:

[Request Type] is equal to Edit Request

The user is not in the role Hosting Level 2

display a message: (message text here)

It is not working. I am not in the role Hosting Level 2. When I open a record where the Request Type is Edit Request, no message appears. Is this a known issue or do I have this set up wrong somehow? Thanks!

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Posted 4 years ago

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Hi Karen, 

I would recommend pushing that form rule to the top of your form rule list. If it's highest in priority, this may fix it. Otherwise, please feel free to open a Support Case with us!


Caitlin (QB Care)