Capture user initials when box is checked

Question

I want to capture a users initials if they check a certain box. I didn't want to do this through form rules because the checkbox will be marked in grid edit most of the time.

I created the field to show the current user's initials and I wrote a Quick Base Action to copy those initials into a read only text field. The problem I'm having is that it's not putting in the user's initials. Since I'm the one that created the Action, QB is automatically putting my initials in the text field, regardless of who is checking the box.

Thoughts on how to get around this?

mcfneil · Answer

What if you change that [initials] field to pull the initials of the [Last Modified By] ?

Then the action only fires on records that have that checkbox changes, and pulls the last modified initials.

This depends on the sequencing of the API calls. I'd hope that they are modified with enough lag time for the action to work properly.

carlossantiago · Answer

That was it - Thank you for your help

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Capture user initials when box is checked

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