Forum Discussion

Lee_SGilmore's avatar
Lee_SGilmore
Qrew Cadet
7 years ago

Trying to make the Current User the default in a field that uses a Standard Record Picker

Starting off with the obvious, if I were to use a User Field as a Key Field and then create a relationship, there would be a way to default the user to the Current User. Sadly, I'm using the Employee ...
Formulas and functions
Relationships
Lee_SGilmore's avatar
Lee_SGilmore
Qrew Cadet
7 years ago
This is interesting because I am requiring that they use a specific Add New button anyway (the one that you helped me build that auto assigns the next sequential PO number). If I understand correctly, you're showcasing how you can assign the Current User's e-mail address to the field. I'll play around with this and see if I can get it working.

For now, I have just a report established returning only the Current User so when they use the drop down to select an Employee Name, they only see their name as a choice. It's not automatic but it's good enough to get them started as I learn the URL coding. Thanks again for taking a look at this!
  • ForrestParker's avatar
    ForrestParker
    Qrew Cadet
    7 years ago
    Lee, it sounds like you could convert your "Assigned To" field into a formula User field and just refer to the Created By field.  

    Since you are only allowing the user to choose his/her self then it sounds like ever purchase order is assigned to the person that creates it.  

    If this is not the case, and you want to be able to modify who it is assigned to, then you will need to set up the current user as the default user through the formula url field like I suggested above.