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Assign Record from Contact table based on user field

  • 1.  Assign Record from Contact table based on user field

    Posted 06-09-2020 13:08
    I have a request to automate the assignment of a record based on the last modified user.  I have a requests table with request updates.  The user making the request update should be assigned to the request.  The assigned to field is a related to an employee table and is not a user field.  Is there a way to accomplish this?  (The employee table does include a mandatory email field)

    Thanks

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    Christine White
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  • 2.  RE: Assign Record from Contact table based on user field

    Posted 06-09-2020 13:28
    You can make a Sync table to mirror the employees table but set the key field on the Sync table to be the userid field (in text format).  Then make a formula field on the "records" of ToText(User()) and use that as the Reference field in a in a relationship to pull in the Record ID# for the current user and use that in a form rule

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Assign Record from Contact table based on user field

    Posted 06-09-2020 14:00
    Thanks!  I'll give it a try

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    Christine White
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