Rules that fire when a record is opened or saved
Quickbase lets you trigger a rule based on the state of the record being edited. You can choose to trigger the rule:
-
when the record is opened
-
when the user clicks Save
-
after the user clicks Save and Quickbase has checked that all required fields are complete
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 Quickbase checks for errors on the form that will prevent the save). If, for instance, Quickbase discovers that some required fields have not been completed, Quickbase will execute your rule, but will not save the record. |
|
is saved (after checking) |
Triggers the rule after the user clicks Save AND after Quickbase checks to make sure that all required fields on the form have been completed correctly. If Quickbase 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), Quickbase 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. |
