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...
Forum Discussion
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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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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Looks like you are going to have a two-step process there. The user will have to be in the system first. You may have to look to pipelines to solve this. Sorry I am not help here.
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Joe Rachel
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Joe Rachel
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- Thanks for your response, I appreciate it!
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Hannah Jacobson
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