Forum Discussion

ChrisNewsome's avatar
ChrisNewsome
Qrew Captain
7 years ago

Automations - Create task and can't select ""scheduled for"" from a list

So I'm trying to create an automation that says "when a job is won, create a task for XX user to schedule the installation" Under the actions section, when I choose the "scheduled for" field, my on...
Quickbase Automations
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
Which user are you trying to create the [Scheduled for] to be taken from?  ie how to you know who to assign the task to.  Whoever last updated the Job?  ie [Last Modified by]
  • ChrisNewsome's avatar
    ChrisNewsome
    Qrew Captain
    7 years ago
    So we're a relatively small company, (only 29 employees, but just 10 users) so I would just assign the task to the person who always does it.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Two choices.

    1. In Field properties you can just default that field to a "specific user".  So that is the low tech solution that has nothing to do with the Automation.

    2. Make a new formula user field called [Default Doer] on the Trigger table (Job Table) with a formula of ToUser("fred.flintstone@bedrock.com") for the person who usually does the work.  Then that field should be visible when you are editing the automation.
  • ChrisNewsome's avatar
    ChrisNewsome
    Qrew Captain
    7 years ago
    Can I have that user be somewhat conditional, based on a choice from another field? (we have 2 territories)