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
BabiPanjikar's avatar
BabiPanjikar
Qrew Assistant Captain
6 years ago
Hi Ivan,

Automation by default fires with the person who created it or by admin account. The best practices to achieve this is by creating a user field in the destination table. Example : Win Triggered By   ( Type User()). In the automation, Pass the value of current User into this field. 

Any of your further triggering, notification rules should use the user field "Win Triggered By"

Hope this helps.

Thanks
Bob

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Babi Panjikar
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  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    Thanks Bob.  That is really unfortunate it works that way but I appreciate the workaround.  I already had a tasks table and needed to fix it to accommodate this.  So I just did and hopefully (fingers crossed) it does and I caught all of the areas that are affected.

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    Ivan Weiss
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    • BabiPanjikar's avatar
      BabiPanjikar
      Qrew Assistant Captain
      6 years ago
      Glad that this helped you achieve the desired outcome.

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      Babi Panjikar
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