Add to Users table with an Automation?
Hello all! I have done some training in QB but am just getting started in an actual app and have a noob question: Is it possible to add someone to the Users table as an Automation action? (aka Share...
Forum Discussion
Just a bump here - does anyone have any wisdom to share about this? Can anyone confirm whether what I want to do is possible or I need to start thinking about other ways to add efficiency?
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Hannah Jacobson
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Hannah Jacobson
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- Hannah
Just trying to see where you're coming from. So what you want to do is invite a user then have the automation pull in their information to add to a table? If that is the case not sure how to do that however could suggest setting up a new user table then have that information jump out to other tables.
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Joe Rachel
------------------------------- So we have an intake request that some people in a specific role fill out to request adding new members to the site. What I'd like to do is create automation to be kicked off when those requests come in that will:
1) invite the new user to the site, and
2) add a new record to an existing table, filling in information from the request form.
I think I know how to do step 2, but can't do it until step 1 has happened so that the new user exists before the new record on another table is created (the existing table uses a User field that must be populated).
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Hannah Jacobson
------------------------------- Looks like you are going to have a two-step process there. The user will have to be in the system first. You may have to look to pipelines to solve this. Sorry I am not help here.
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Joe Rachel
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