Forum Discussion
JennaOdom
Qrew Member
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__You
4 years agoQrew Legend
OK 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
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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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- JennaOdom4 years agoQrew MemberThis 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__You4 years agoQrew Legendyes, 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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