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Last Modified By Criteria in Automation Trigger

  • January 9, 2023
  • 0 replies
  • 78 views

Hello -

I have an automation that triggers on modification of a record. I would like to add criteria to that will not run the automation if I am the person that modifies the record. I know how to do this via notifications because you can select the user from a dropdown when adding Last Modified By as a criteria. In the automation however, it gives you an empty text box. I have tried typing my full name as shown in QB, the way my name exports "FULL NAME <QB ID#>.

Anyone have any guidance on this? I can turn off the automation to do the bulk uploads I need to do but I do them regularly so I would prefer to build it in to the automation if possible.

If this would be easier with a pipeline I am open to that as well, but I would have the same question as to proper syntax for entry of my name/userid for the criteria to read correctly.
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Thanks in advance,
Jennifer Paschal
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MarkShnierYou
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  • Quickbase Alumni
  • January 9, 2023
Try entering your email address into the box.

Or Plan B can be to make a formula checkbox helper field called [Last Modified by was Jennifer?] and use that as a hook for your Automation or Pipeline

[Last Modified by] = ToUser ("JPaschal@Mycompany.com")

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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