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How To Automatically Log User Who Approved a Transaction Record

  • 1.  How To Automatically Log User Who Approved a Transaction Record

    Posted 27 days ago
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    Hello, I have a simple "Submit for Approval" and "Approved by Manager" process on a form in my "Transactions" table (see attached image.)

    I'd like to record the user who sent the transaction for approval and also the manager who approved it.  The user who is editing the form would be the one who's info we would record.  IE - If "User A" is editing the form and clicks "Send for Manager Approval" we would want to capture "User A's" information in the User field.  Same for manager.

    This would also help to better direct email notifications to the appropriate parties.

    Is there a way to have Quick Base grab this info when the form is saved? 

    Thanks for your help!

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    Josh Collins
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  • 2.  RE: How To Automatically Log User Who Approved a Transaction Record

    Posted 27 days ago
    Try a form rule

    When the record is saved
    and the Submit checkbox is checked
    and the Submit  checkbox has changed

    Change the [Submitted by user field] to the current user.

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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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