Automatic User Assignment

Question

I have a field called Assigned To in my Tasks Table which is related to my Jobs table. (1 Job has many Tasks). When a job is created I have an automation running that creates tasks related to that job. I would also like to fill in the assigned to field as a specific user for some of the tasks I'm auto-creating, but haven't been able to figure that out. Any help would be much appreciated!

XavierFan · Answer

In your automation - there are a few options for how you can fill in the [Assigned To] user field.

This example is assuming that [Assigned To] is a single User field.

You would be doing this in the Automation Action where you are Adding the Task, or Modifying the Task.

Option 1) Assign to a specific user with their email address
- you can put in the email address associated with that Quick Base user - into the [Assigned To] user field, and it would use that user accordingly

Field = [Assigned To]
Source = Type a value
Value = user@company.com

This would be hardcoding and typing the email address directly in your Action.

Option 2) Assign to a specific user with a user field
- you can change the value of [Assigned To] with a user field

Field = [Assigned To]
Source = Copy value from another record
Value = (a user field from the original Trigger record - such as Record Owner, Last Modified By, or a Formula User field that you have, etc.)

You can also use a Formula Text field which gives the email address of the user you'd like to assign, and that would work as well.

Hope this helps!

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