Buttons and Dynamic Form Rules Issues
First let me say that I am new to developing Quickbase apps. Here is what I am trying to do and where I’m running into issues: My app tracks the entire demand lifecycle from draft/idea to a project. I have statuses like Draft, In Development, Under Review, and Approved (project pending) or Rejected/Canceled. I have created sections for Intake, Proposal, and Charter. At intake, all new demands have a separate intake form with basic information collected and the status defaults to Draft. Dashboard - When the demand is in Draft status, a “Start Proposal” button should be visible. When that button is clicked, the status is updated to “In Development” and the Proposal Section should appear, other sections should be hidden. I am trying to accomplish this by using a helper field (checkbox) and Dynamic Form Rules: If Start Proposal? Is checked and Status is “Draft” change value Status to value “In Development”, Change value Start Proposal? to unchecked. The same process applies to the next step: When the status is “In Development” show button “Review & Submit Proposal”, the form opens with Proposal Section only showing and a “Submit” button to submit the form to the demand manager for review. The user can open/edit as needed. Nothing else should happen until the “Submit” button is clicked. When the button is clicked the status is updated to “Under Review”. The problem that I’m running into is if I have more than one rule, I get a conflict. How can I best resolve the conflict? Is there a better way to accomplish this task?
Project Status Spotlights
Hi, I am using a Project Status multiple choice dropdown field with the following options: Green - On Track Yellow - At Risk Red - Off Track Blue - Complete Purple - On Hold Black - Canceled Silver - Closed I'd like to incorporate the Project Spotlight formula featured in Exchange so that the status displays in it corresponding color (while also keeping the text separate). I'm struggling with where to insert the formula and how to modify the formula to recognize my custom status values and colors noted above. I appreciate the help!