Discussions

Expand all | Collapse all

Auto populate Requester field with current user and hold it

  • 1.  Auto populate Requester field with current user and hold it

    Posted 07-12-2018 13:43
    I would like to have my "Request Owner" field capture & hold the current user for tracking.  Users make requests by adding & modifying records in both grid edit & form creation.  I have tried a few methods of doing this with no success.  What would be the best way to create this field?


  • 2.  RE: Auto populate Requester field with current user and hold it

    Posted 07-12-2018 14:08
    Perhaps the [Last Modified by] field is what you want?  The last person to edit the record?  is that what you want?


  • 3.  RE: Auto populate Requester field with current user and hold it

    Posted 07-12-2018 15:00

    That was my initial thought, but records are updated upon import by an admin.  So, the last modified then changes.  I need it to hold to the requestor.   I tried to set up an action by using the trigger of [Reassignment Request] = true, copy the last modified by into the [Request Owner], but it does not seem to be working. I even tried testing as a user.   Ideas?




  • 4.  RE: Auto populate Requester field with current user and hold it

    Posted 07-14-2018 13:24
    I'm not understanding where the data comes from for the initial population of the [Request Owner].  Is this the [Record Owner] , ie the user who created the record.


  • 5.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 16:18
    No, the Record Owner is the Administrator. Data in this table is imported and updated. Managers use the app to request changes by modifying or adding a record. Hence why I was going with last modified.   I have a QB Automation set up that captures the name in the Last modified field and copies it to the Requester field.   This does not work because the Last Modified does not reflect the current user until it's saved.  So, it ends up showing the administrator that imported as the requester.   I feel like there should be a simpler solution.


  • 6.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 16:51
    Do Managers make their updates on a form or do they also use Grid Edit.

    If they only use a form, then you can have a form rule to capture the current user who last modified the record via forms.

    However, this will not work for Grid Edit.


  • 7.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 17:18
    They use both for & grid edit to modify, larger majority grid edit


  • 8.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 18:02
    This is getting tough.  If users mass update by grid edit and also the IT dept mass updates by import, then how do we know if we should update the Requestor.

    How about an Action which updates the Requestor field to be the [Last Modified by] if the Last Modified by is not equal to (what ever userid(s) the IT dept Admin uses) 


  • 9.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 19:57
    The manager triggers the request with a check box.   


  • 10.  RE: Auto populate Requester field with current user and hold it

    Posted 07-18-2018 20:16
    How about an Action which updates the Requestor field to be the [Last Modified by] if the Last Modified by is not equal to (what ever userid(s) the IT dept Admin uses)