Forum Discussion

BenjaminBrooks's avatar
BenjaminBrooks
Qrew Trainee
5 years ago

Assign User

I have a button that is working 99% of the way but i would like to add a specific user out of my list when i press the button it loads the task with the following code:

URLRoot() & "db/" & [_DBID_TASKS] & "?a=API_GenAddRecordForm&_fid_10=URLEncode(Thomas, Tyler)&_fid_15=Customer Service&_fid_8=Welcome Call&_fid_14=" & URLEncode ([Phone Number])& "&z=" & Rurl()

It is not however assigning the lead to my agent Tyler Thomas in the system as Thomas, Tyler. I know that QB has a special function for users but i cannot find a way to make it another user other than the person that is currently looking at the file. How would i do this?

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Benjamin Brooks
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Formulas and functions
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    try using the email address 

    URLRoot() & "db/" & [_DBID_TASKS] & "?a=API_GenAddRecordForm&_fid_10=URLEncode("ttyler@mycompany.com")&_fid_15=Customer Service&_fid_8=Welcome Call&_fid_14=" & URLEncode ([Phone Number])& "&z=" & Rurl()

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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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    • BenjaminBrooks's avatar
      BenjaminBrooks
      Qrew Trainee
      5 years ago
      Got it so always use the email they use to login to the account rather than the username that they see in the drop down?

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      Benjamin Brooks
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      • BenjaminBrooks's avatar
        BenjaminBrooks
        Qrew Trainee
        5 years ago
        it does not like the quotes! and then when i remove them it still is not allowing for the user to populate!

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        Benjamin Brooks
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