automatic user assignment
We need to make automatic user assignment when the form is opened (not after the form is saved). Say, if user A is logged into the app., and opens the form, the form should automatically assign the v...
Forum Discussion
Hi Mark,
I am trying to use your method to trigger the form rule with no success. Basically I need the form to read the current user (I used a formula - user field and set it to User(), and if that current user is a particular person then I want to change an existing region field to their region. I can do this by making the users select themselves and then trigger the region to change based on that but I'm really trying to get the region field to populate correctly automatically based on current user. Please help...seems so easy but it is driving me mad :)
I am trying to use your method to trigger the form rule with no success. Basically I need the form to read the current user (I used a formula - user field and set it to User(), and if that current user is a particular person then I want to change an existing region field to their region. I can do this by making the users select themselves and then trigger the region to change based on that but I'm really trying to get the region field to populate correctly automatically based on current user. Please help...seems so easy but it is driving me mad :)