Using Automations to Log Approval Time and User | INTERMEDIATE
Quick Base is excellent at creating workflows. In a simple project management workflow – create, review, approve – it is important to track the users who create, review, and approve the project, as well as the times the project is created, reviewed, and approved. When this information is captured, insights can be gleaned to help improve the workflow and cut down on the time it takes to complete projects. Automations are a powerful tool that can be utilized to accurately capture the project’s Reviewer and Approver as well as the times the project was Reviewed and Approved. If you are not familiar with Automations, please check out this short blog post from Quick Base demonstrating the basics.
Logging Reviewer and Approver and Time
By default, Quick Base already captures the user who created the project (Record Owner) and the time the project was created (Date Created). But additional fields will have to be created for the Reviewer, Approver, Reviewed Date, and Approval Date. Furthermore, a status field with choices of ‘Reviewed’ and ‘Approved’ must exist to trigger the automation outlined below. Once all of the necessary fields exist, the steps below can be followed to log the Reviewer, Approver, Reviewed Date, and Approved Date.
- Navigate to ‘Settings’, ‘Automations’, click ‘+ New Automation’ and select ‘When data changes’ as the trigger:
- To ensure the automation runs when intended, mark checked the ‘adds a record’ and ‘modifies a record’ options; then choose the table where the automation is to occur:
- To ensure the automation only fires when the record is marked as reviewed, click the drop-down arrow on ‘ADDITIONAL CRITERIA’ and choose the automation to start when the Status field is equal to Reviewed:
- Now the action can be created; click ‘Add Action’ and choose ‘Modify Records’ and choose the same table chosen in step 2:
- In the action, to ensure the correct record is updated, filter Record ID # to be equal to the Record ID # from the trigger (this will prevent other records from being updated unintentionally):
- Add two actions: one to write the Reviewed Date as today and one to write the Reviewer as the Last Modified By (ensure you choose the ‘new values’):
- Repeat steps 1 through 6, but change the review entries to the approved entries.
Similar to Automations, dynamic form rules can be used to automatically write in the Reviewer, Approver, and dates; however, dynamic form rules have one important limitation. If a project is edited in Grid Edit, then the from rule will not run and the Reviewer, Approver, and dates would not be captured. Automations will run irregardless if the project is updated in the form or in Grid Edit.
Nonetheless, form rules are still essential to building a good app; if you want to learn more about dynamic form rules, check out the article,Creating Form Rules.
- Author: TJ Lawless (firstname.lastname@example.org)
- Date Submitted: 2/24/2018