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ChristineWhite's avatar
ChristineWhite
Qrew Assistant Captain
5 years ago

Assign Record from Contact table based on user field

I have a request to automate the assignment of a record based on the last modified user.  I have a requests table with request updates.  The user making the request update should be assigned to the re...
Quickbase Sync
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
You can make a Sync table to mirror the employees table but set the key field on the Sync table to be the userid field (in text format).  Then make a formula field on the "records" of ToText(User()) and use that as the Reference field in a in a relationship to pull in the Record ID# for the current user and use that in a form rule

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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  • ChristineWhite's avatar
    ChristineWhite
    Qrew Assistant Captain
    5 years ago
    Thanks!  I'll give it a try

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    Christine White
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