Rules that fire when a field is set to a specific value

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.

When you create a condition based on a field value, you tell Quick Base that you want to trigger a form action when a field on the form is set to a certain value. When you choose a field value as the element in your rule, you can select or enter a value that should trigger the rule. You can also choose "the value in a field" to specify that Quick Base should compare the value in the element to the value in another field to determine whether the rule should be triggered.

Operators for field values

Quick Base provides several options for choosing an operator for a field value.

Operator Description

Is equal to

The element matches the matching criteria exactly. For List - User and Multi-select Text fields, this means that all of the selected values, and only these values, appear in the field.  

Is not equal to

The element does not match the matching criteria exactly. For List - User and Multi-select Text fields, this means that the contents of the field are not equal to the exact set of values specified in the filter.

Includes

Available only for List - User and Multi-select Text fields. Contents of the field can match the filter criteria exactly, or it can contain those values and other values as well

Does not include

Available only for List - User and Multi-select Text fields. Contents of the field will not contain at least some of the values specified in the filter.

< (is less than)

For numeric fields, the element is less than the value in the matching criteria. For text fields, Quick Base uses alphabetical order to determine whether a value is less than the matching criteria.

> (is greater than)

For numeric fields, the element is greater than the value in the matching criteria. For text fields, Quick Base uses alphabetical order to determine whether a value is greater than the matching criteria.

< or = (is less than or equal to)

For numeric fields, the element is less than or equal to the value in the matching criteria. For text fields, Quick Base uses alphabetical order to determine whether a value is less than or equal to the matching criteria.

< or = (is greater than or equal to)

For numeric fields, the element is greater than or equal to the value in the matching criteria. For text fields, Quick Base uses alphabetical order to determine whether a value is greater than or equal to the matching criteria.

is before

Used only for Date fields. Specifies that the date occurs before the date entered in the matching criteria.

is after

Used only for Date fields. Specifies that the date occurs after the date entered in the matching criteria.

is on or before

Used only for Date fields. Specifies that the date occurs on or before the date entered in the matching criteria.

is on or after

Used only for Date fields. Specifies that the date occurs on or before the date entered in the matching criteria.

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 when a record is saved.

Note: Not supported for List - User and Multi-select Text fields.

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 when a record is saved.

Note: Not supported for List - User and Multi-select Text fields.

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 when a record is saved.

Note: Not supported for List - User and Multi-select Text fields.

Example: Specifying a value for matching criteria

On a form used to track customer support cases, I want the field Resolution Notes to appear only after the support engineer changes the Status field to the value Resolved.

For my rule's condition, I should select:

When:

Status

Is

Resolved

For my rule's action, I should select:

Action:

Show

Resolution Notes

Otherwise, when status is not Resolved, hide Resolution Notes.

Example: Triggering a rule when the value in a field is changed

On a form used to track customer support cases, I want the field Reason for reopen field to appear whenever the status field is changed from the value Resolved.

For my rule's condition, I should select:

When:

The record

is saved (after checking)

and

 

 

Status

is changed from

Resolved

For my rule's action, I should select:

Action:

Show

Reason for reopen

Otherwise, when status is not Resolved, hide Resolution Notes.

Example: Setting another field value for matching criteria

On a form used to track delivery of work to clients, I want to display a field called Overdue Reason whenever the value in Delivery Date exceeds the value in the Project Due Date field. In these cases, you may want to display a field called Overdue Reason.

For my rule's condition, I should select:

When:

Delivery date

is after

The value in the field: Project Due Date

For my rule's action, I should select:

Action:

Show

Overdue Reason

Otherwise, when status is not Resolved, hide Resolution Notes.

Related Topics:

 

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