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BruceKasen
Qrew Member
5 years ago

CHECKBOX OPTION

I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email). Question - once that trigger is executed (i.e., issued the automatic Notification email)...
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OPTION","id":"message:64693","revisionNum":1,"author":{"__ref":"User:user:42929"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:getting-started"},"conversation":{"__ref":"Conversation:conversation:64693"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:64693"},"body@stripHtml({\"truncateLength\":200})":"I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email). Question - once that trigger is executed (i.e., issued the automatic Notification email)...","body@stringLength":"512","rawBody":"I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email).

Question - once that trigger is executed (i.e., issued the automatic Notification email), can the checkbox be configured to automatically be unchecked, so that it's available for the next time a trigger action is needed?

Thank you,

------------------------------
Bruce Kasen
------------------------------
","kudosSumWeight":0,"repliesCount":7,"postTime":"2020-12-14T08:06:00.000-08:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjQuMTB8Mi4xfG98MTB8X05WX3wx","node":{"__typename":"Tag","id":"tag:Quickbase Automations","text":"Quickbase Automations","time":"2024-04-03T08:20:25.516-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:64693_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":116},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email).

Question - once that trigger is executed (i.e., issued the automatic Notification email), can the checkbox be configured to automatically be unchecked, so that it's available for the next time a trigger action is needed?

Thank you,

------------------------------
Bruce Kasen
------------------------------
"},"Conversation:conversation:64693":{"__typename":"Conversation","id":"conversation:64693","solved":false,"topic":{"__ref":"ForumTopicMessage:message:64693"},"lastPostingActivityTime":"2022-08-19T09:00:00.000-07:00","lastPostTime":"2022-08-19T09:00:00.000-07:00","unreadReplyCount":7,"isSubscribed":false},"ModerationData:moderation_data:64693":{"__typename":"ModerationData","id":"moderation_data:64693","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:64693_1":{"__typename":"Revision","id":"revision:64693_1","lastEditTime":"2020-12-14T08:06:00.000-08:00"},"ForumReplyMessage:message:64696":{"__typename":"ForumReplyMessage","id":"message:64696","conversation":{"__ref":"Conversation:conversation:64693"},"author":{"__ref":"User:user:12614"},"revisionNum":1,"uid":64696,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:getting-started"},"subject":"Re: CHECKBOX OPTION","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:64696"},"parent":{"__ref":"ForumReplyMessage:message:64695"},"body":"Kirk,
I'm not understanding how a form rule to uncheck the checkbox can work as the form needs to first save with the checkbox checked to trigger the Notification.  That is why I was suggesting an Automation fire after the save to reset the checkbox back to unchecked.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
","body@stringLength":"599","rawBody":"Kirk,
I'm not understanding how a form rule to uncheck the checkbox can work as the form needs to first save with the checkbox checked to trigger the Notification.  That is why I was suggesting an Automation fire after the save to reset the checkbox back to unchecked.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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Mark is correct, an automation can do it.  You can also do it with a Pipeline or a Webhook but another method is to use a form rule.

Set one form rule like, \"When the status turns to Completed, check the checkbox.\" And a second form rule that, \"When the checkbox is checked, then uncheck it.\".

See video

Kirk

------------------------------
Kirk Trachy , Senior Solutions Consultant
QuickBase | 603-674-5454 M | ktrachy@quickbase.com
------------------------------
","body@stringLength":"746","rawBody":"Bruce:

Mark is correct, an automation can do it.  You can also do it with a Pipeline or a Webhook but another method is to use a form rule.

Set one form rule like, \"When the status turns to Completed, check the checkbox.\" And a second form rule that, \"When the checkbox is checked, then uncheck it.\".

See video

Kirk

------------------------------
Kirk Trachy , Senior Solutions Consultant
QuickBase | 603-674-5454 M | ktrachy@quickbase.com
------------------------------
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