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Automation Create Tasks from Triggering User not Developer

  • October 20, 2019
  • 0 replies
  • 53 views
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I have an automation that runs when my team hits "win" in a CRM app.  It auto triggers the creation of tasks to various team members for paperwork needs, scheduling needs, etc. with respect to successfully closing a project.

All of the tasks the automation created were generated with me (as the developer) as the triggering person in lieu of the person that hit the "win button"  How do I change that logic?  If John hits win I hit John to be the record owner on all of the tasks in the automation.

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Ivan Weiss
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MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • October 20, 2019
I think that you would be better served by having a user field for [ Assigned to].  You can default it to the current user, but when Auto Created by an Automation you will be able to populate it with  the [Last Modified by] of  Automation triggering record.  

I don't think that you can modify the [Record Owner]

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier. Your Quickbase Coach
  • BabiPanjikar
  • Quickbase Alumni
  • October 22, 2019
Hi Ivan,

Automation by default fires with the person who created it or by admin account. The best practices to achieve this is by creating a user field in the destination table. Example : Win Triggered By   ( Type User()). In the automation, Pass the value of current User into this field. 

Any of your further triggering, notification rules should use the user field "Win Triggered By"

Hope this helps.

Thanks
Bob

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Babi Panjikar
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