Is there a form rule (or some other way) to add text to a text field, without replacing the existing data and without time/date stamping it?

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I have a text field that i want to be able to edit (if needed) its called [Status Update]

Another text field that logs details and time/date stamps each entry its called [Update Details].



I'd like to be able to simply add the most recent entry in the [Update Details] field to the [Status Update] field (before saving the record in case something needs to be edited). 

Additionally, i'd like to keep the previous entries in the [Status Update] field intact (keeping the previous edits if there were any).

The key is that i want my team to still get very detailed notes in the [Update Details] and i don't want to hinder their attempts to type the details because they're afraid their grammar will make the customer unhappy. The [Status Update] field will be edited and corrected by a team leader before sending out to the customer via report export and direct link.

hopefully the image attached will help explain my question more quickly and clearly.

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M

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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Are you looking to send the customer only the most current status update?
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Matthew Neil

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A clean way to do this is to create a new table (called Status Updates, just call it Notes).

From the main parent table (i.e. "Jobs")  create the relationship so each job may have many "Notes"

Within your Note table you will have the entry information with fields such as "Note Type" (Status Update, Status Change Details, Just Notes, etc.) , Entered by Whom (user field), and a text field.

Then you will have 2 checkboxes.  One, "Proofed by Management"  to say that the grammatical errors have been corrected. Two, "Send to Customer".  Then you can set a notification to the customer's email that comes in a lookup field from the main "Jobs" table.


I've attached a screen shot of an example.  Feel free to contact for more details or help.