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Can I use USER fields to define the ""Which records?"" clause in an Automation

  • 1.  Can I use USER fields to define the ""Which records?"" clause in an Automation

    Posted 09-24-2018 23:57
    I have a table called USERS. 
    The key is This_User (which is type 'User').  There is one record for each user.
    I've added a text field with logging there called 'Updates Log'

    I have another table called WORK.  It has lots of fields including a formula text field called 'Work_Name'

    I have an automation as follows:
    • Trigger = whenever any field in WORK is modified
    • Action = Modify USERS where This_User = "Triggered: WORK | Last Modified By"
    • The info in this modified record(s) will be...
           Updates Log = "Triggered: WORK | Work_Name"

    When I update any field in the WORK table, the automation trigger shows as complete and the action shows as complete, but the 'Updates_Log' field is not updated.

    Thanks!


  • 2.  RE: Can I use USER fields to define the ""Which records?"" clause in an Automation

    Posted 09-25-2018 16:24
    Answering my own post here...

    Apparently you cannot use User fields to identify which records are updated in an Automation.
    I added two Formula Text fields in the two tables described that converted the User to User Name.
    When I changed the Automation to use these text fields, the automation worked as expected.