"Approved By" Name Stamp Automation

Question

Hello,&nbsp;I have set up an approval process within our CRM and part of the process is putting an "approved by" name on the request automatically when a user hits the "approved" button.&nbsp;The way I have this set up is an automation that puts the "last modified by" name in the approved by field.&nbsp;The issue I'm running into is it changes ALL records to that person instead of the individual record they are approving.&nbsp;I have put a date filter on this but the issue will still occur if there are multiple records with the same date.&nbsp;&nbsp;Is there a different way to accomplish this?------------------------------Jessica Stevens------------------------------

paulpeterson1 · Answer

When you are making an update with an automation, the Last Modified By will be the person who created the automation. What action is being done when the "approved" button is clicked?

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Paul Peterson
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jessicastevens · Answer

It changes the status to an "approved" status.------------------------------Jessica Stevens------------------------------

paulpeterson1 · Answer

What I meant was, does clicking approved make an API call to update the record and change the status? If so, the update could be done in the button click without needing an Automation.

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Paul Peterson
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jessicastevens · Answer

I believe so. This is the formula i have for the button:var text bgcolor = "#79c043";var text txtcolor = "white";var text style = "style=\"text-decoration: none; background:" &amp; $bgcolor &amp; "; border-radius: 5px; padding: 8px 20px; color: " &amp; $txtcolor &amp; "; display: inline-block; font: normal 700 24px/1 \"Calibri\", sans-serif; text-align: center; text-shadow: none;";var text url =URLRoot() &amp; "db/" &amp; Dbid() &amp; "?a=API_editRecord&amp;rid=" &amp; [Record ID#] &amp;"&amp;apptoken=TOKEN" &amp;"&amp;_fid_49=" &amp; URLEncode("Appointment Approved")&amp; "&amp;rdr="&amp;URLEncode("QuickBase CRM URL");Field ID 49 is the status field------------------------------Jessica Stevens------------------------------

paulpeterson1 · Answer

Tryvar user currentUser = User();then add"&amp;_fid_xx=" &amp; URLEncode($currentUser)after "&amp;_fid_49=" &amp; URLEncode("Appointment Approved") where xx is the fid for the approved by field.This is not tested and I admit I am not the greatest at the syntax for the url formulas.&nbsp; But this will get you in the ballpark.------------------------------Paul Peterson------------------------------

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"Approved By" Name Stamp Automation