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Question

Automatically add new user to user table

  • February 1, 2022
  • 0 replies
  • 165 views

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I was wondering if there is anyway when I add a user, that the user could also be automatically added to a table?

The reason I would want this, is that I'm bad about remember to add the new user to my user table.  Because QuickBase won't allow you to use a users role in reports, I had to create a duplicate user table.

Thanks,

Carol

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Carol Mcconnell
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  • Quickbase Alumni
  • February 1, 2022
In my experience I prefer to add users from a user-field within a table because through that option I get to set the First Name and Last Name of the user before they get invited (or not) to the Application.  This is the only chance you have to set those values; otherwise it is up to the User to set the First Name and Last Name when they register.

If you add a new user FROM the table; they will automatically be added to your Users management area by default, and assigned to the Role you give them as you're adding them.

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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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MarkShnierYou
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  • Quickbase Alumni
  • February 1, 2022
Carol,

Add user to the app or add a user to your Realm.  if the latter, you can set up a sync table of Users (from the "Quickbase Admin Console" as a source when making the Connected Table.

Then you can have a Pipeline watch for records added and trigger to create a new user in your a table of users.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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