"Approved By" Name Stamp Automation
Hello, 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. The way I ...
Forum Discussion
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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Paul Peterson
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It changes the status to an "approved" status.
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Jessica Stevens
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Jessica Stevens
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- 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
------------------------------- 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:" & $bgcolor & "; border-radius: 5px; padding: 8px 20px; color: " & $txtcolor & "; display: inline-block; font: normal 700 24px/1 \"Calibri\", sans-serif; text-align: center; text-shadow: none;";
var text url =
URLRoot() & "db/" & Dbid() & "?a=API_editRecord&rid=" & [Record ID#] &
"&apptoken=TOKEN" &
"&_fid_49=" & URLEncode("Appointment Approved")
& "&rdr="&URLEncode("QuickBase CRM URL");
Field ID 49 is the status field
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Jessica Stevens
------------------------------- Try
var user currentUser = User();
then add
"&_fid_xx=" & URLEncode($currentUser)
after "&_fid_49=" & 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. But this will get you in the ballpark.
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Paul Peterson
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