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HannahJacobson's avatar
HannahJacobson
Qrew Trainee
5 years ago

Add to Users table with an Automation?

Hello all!
I have done some training in QB but am just getting started in an actual app and have a noob question:
Is it possible to add someone to the Users table as an Automation action? (aka Share the app with new user and assign them a particular role)
I'm looking to automate a fairly straightforward process of receiving a new user request, adding new users to the app, assigning them the proper role, and then adding them to another table and filling in some information from the request form. The part I'm not seeing an easy way to do (yet?) is the adding new user to app & assigning role part.
Any help on this topic would be appreciated!
Thanks :)

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Hannah Jacobson
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Quickbase Automations
User and group management

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  • HannahJacobson's avatar
    HannahJacobson
    Qrew Trainee
    5 years ago
    Just a bump here - does anyone have any wisdom to share about this? Can anyone confirm whether what I want to do is possible or I need to start thinking about other ways to add efficiency?

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    Hannah Jacobson
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    • JoeRachel's avatar
      JoeRachel
      Qrew Trainee
      5 years ago
      Hannah 

      Just trying to see where you're coming from. So what you want to do is invite a user then have the automation pull in their information to add to a table? If that is the case not sure how to do that however could suggest setting up a new user table then have that information jump out to other tables.

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      Joe Rachel
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      • HannahJacobson's avatar
        HannahJacobson
        Qrew Trainee
        5 years ago
        So we have an intake request that some people in a specific role fill out to request adding new members to the site. What I'd like to do is create automation to be kicked off when those requests come in that will:
        1) invite the new user to the site, and
        2) add a new record to an existing table, filling in information from the request form.
        I think I know how to do step 2, but can't do it until step 1 has happened so that the new user exists before the new record on another table is created (the existing table uses a User field that must be populated).

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        Hannah Jacobson
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