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Is it possible to populate a field on a form dynamically based on current user?

  • 1.  Is it possible to populate a field on a form dynamically based on current user?

    Posted 06-20-2017 15:59

    I can use dynamic form rules to change a field based on another field and I can create a Formula Text field and put in IF/THEN CASE logic to change but I am trying to find out if there is a method of doing this solely based on current user. 

    Basically I need the form to read the current user (I used a formula - user field and set it to User(), and if that current user is a particular person then I want to change an existing region field to their region.  I can do this by making the users select themselves and then trigger the region to change based on that but I'm really trying to get the region field to populate correctly automatically based on current user. Please help...seems so easy but it is driving me mad :)



  • 2.  RE: Is it possible to populate a field on a form dynamically based on current user?

    Posted 06-20-2017 16:30
    I suggest making a table of users where the the field is the userid.  The two fields on that table would be Userid and Region.

    You already have a field probably called [Current user] on the detail table with the formula of User().

    Make a relationship between the users table (the one) to the details table (the Many) and then lookup the Region.

    Then you can have a from rule that says

    When the region is blank and the Region lookup is not blank, change the region to the region lookup.

    I suggest putting that region lookup on the form in a hidden section if you have any trouble with the rule not firing properly.