Automations creates a record in a child table and show the automation owner as the new ""created by/record owner"" for the child record.
When an automation creates a record in a child table, it records the automation owner as the new "created by/record owner" for the child record...NOT the current user "User()".
In several apps, I have text fields in the parent record that our sales or support staff interact with to log activities/tasks. When the record is saved, an automation creates the new child record form these fields and then goes back and clears out the data from the fields in the parent record. That all works great....except that the new child record owner/creator is recorded as me... the automation owner, not the staff that last modified the parent record.
I have a user field [record owner - imported] that is used to record the original record owner if it was imported from another management system... And, I have formula user field [record owner] that will display [record owner - imported] rather than the [record owner - QB] field if the "import" field is not empty. I can always populate the "import" field, but it doesn't solve the follow-up issue.
In addition to the record ownership not being assigned as I would like, Updating a multi-line text field with logging also shows the automation owner as the staff who made the entry, not the user().
This puts a wrinkle in my accountability initiatives.
Hopefully, I'm just missing something simple that says...when an automation creates a record... link to the user() or xyz field.
I can't seem to find how to change who the owner of the automation is either?
There is a post similar to this regarding "Quickbase Actions" that makes me think that there really isn't much to do about it.
In several apps, I have text fields in the parent record that our sales or support staff interact with to log activities/tasks. When the record is saved, an automation creates the new child record form these fields and then goes back and clears out the data from the fields in the parent record. That all works great....except that the new child record owner/creator is recorded as me... the automation owner, not the staff that last modified the parent record.
I have a user field [record owner - imported] that is used to record the original record owner if it was imported from another management system... And, I have formula user field [record owner] that will display [record owner - imported] rather than the [record owner - QB] field if the "import" field is not empty. I can always populate the "import" field, but it doesn't solve the follow-up issue.
In addition to the record ownership not being assigned as I would like, Updating a multi-line text field with logging also shows the automation owner as the staff who made the entry, not the user().
This puts a wrinkle in my accountability initiatives.
Hopefully, I'm just missing something simple that says...when an automation creates a record... link to the user() or xyz field.
I can't seem to find how to change who the owner of the automation is either?
There is a post similar to this regarding "Quickbase Actions" that makes me think that there really isn't much to do about it.
