Rules that fire when a record is opened or saved

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Quick Base lets you trigger a rule based on the state of the record being edited. You can choose to trigger the rule:

Operators for conditions based on the record's state

This table lists the operators available when you choose to base the condition on the record:

Operator Description

is opened

Triggers the rule immediately when the record is opened.

is saved

Triggers the rule immediately after the user clicks Save (and before Quick Base checks for errors on the form that will prevent the save). If, for instance, Quick Base discovers that some required fields have not been completed, Quick Base will execute your rule, but will not save the record.

is saved (after checking)

Triggers the rule after the user clicks Save AND after Quick Base checks to make sure that all required fields on the form have been completed correctly. If Quick Base determines the record can be saved, it executes the rule and then saves the record.

Additional operators for field values

Note: These operators are not supported for List - User or Multi-select Text fields.

When you write a rule that fires when the record is saved (before or after checking), Quick Base provides additional operators for conditions that are based on a field value.  

This table lists the operators for conditions based on a field value:

Operator Description

has changed

Available only when the form also contains a rule that fires when the record is saved. Specifies that any change in the value of the field will trigger the rule. Learn more about rules that fire based on field values.

has been changed to

Available only when the form also contains a rule that fires when the record is saved. Specifies that the rule will be triggered when the field has been changed to a certain value. Learn more about rules that fire based on field values.

has been changed from

Available only when the form also contains a rule that fires when the record is saved. Specifies that the rule will be triggered when the field has been changed from a particular value to any other value. Learn more about rules that fire based on field values.

Related Topics:

 

Go back      |       |   

© 1999-2018  QuickBase, Inc.  All rights reserved.  Legal Notices.