Quickbase Automation to Change a User field
Hello Quickbase Community, I am looking to update/change a user in a formula - user field when a text - mulitple choice field is updated. Does Quickbase automation have the capability to do this or...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendWhoa, you mean to edit the formula? Crazy ask and I'm thinking that there must be a better way to have this be table driven and have the Automation just update a field for Related Project Manager or something. Maybe if you explain your use case I can suggest another approach.
But if you are technical, and only a bit crazy, then maybe a crazy ask like that is not completely crazy. Using a Pipeline and the new set of RESTful APIs, you can probably edit a formula, but even if that was technically possible that sounds like a lot of heavy lifting as opposed to a different designed for how the User is determined.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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But if you are technical, and only a bit crazy, then maybe a crazy ask like that is not completely crazy. Using a Pipeline and the new set of RESTful APIs, you can probably edit a formula, but even if that was technically possible that sounds like a lot of heavy lifting as opposed to a different designed for how the User is determined.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Actually, I believe I can just use a user field to make the change.
I am trying to say when a text multiple choice field equals a certain choice, change the user field to a certain user. I have started the automation trigger, but the action doesn't allow me to see a drop-down of the list of users to choose from.
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Jenna Odom
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I am trying to say when a text multiple choice field equals a certain choice, change the user field to a certain user. I have started the automation trigger, but the action doesn't allow me to see a drop-down of the list of users to choose from.
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Jenna Odom
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- MarkShnier__YouOK that makes more sense. Does the Automation allow you to type in an email address? I have not tested that myself.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- This is the action:
ID is equal to the value ID Trigger: Loans ID
and then below that: field = assignee LS2 from CRM, source = type a value, value = specific email address
Does that logic make sense?
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Jenna Odom
------------------------------- MarkShnier__Youyes, I think that should work.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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