Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Automation Create Tasks from Triggering User not Developer

I have an automation that runs when my team hits "win" in a CRM app.  It auto triggers the creation of tasks to various team members for paperwork needs, scheduling needs, etc. with respect to success...
Quickbase Automations
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
I think that you would be better served by having a user field for [ Assigned to].  You can default it to the current user, but when Auto Created by an Automation you will be able to populate it with  the [Last Modified by] of  Automation triggering record.  

I don't think that you can modify the [Record Owner]

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    I do have Assigned To as another field. I have notifications set for whoever creates the task so they get updates. Because the automation defaults to me, I get all the notifications. Not the user that created the task. This button creates 12 tasks so I was trying to avoid using a rich text button with code. Easier to manage with automation. But I cant have the task originate from me as the developer.

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    Ivan Weiss
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      Then I suggest you create a User field called [Who to Notify} and use that in your Notifications.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
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      • IvanWeiss's avatar
        IvanWeiss
        Qrew Captain
        6 years ago

        But how would the automation populate that? I have a field like that as a list user formula field with the record owner, assigned to field, and a list user field of additional followers. 


        the automation needs to assign the sending user as one of these notifiers



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        Ivan Weiss
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