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  • 1.  Last Modified By Criteria in Automation Trigger

    Posted 01-09-2023 11:11
    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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  • 2.  RE: Last Modified By Criteria in Automation Trigger

    Posted 01-09-2023 11:19
    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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  • 3.  RE: Last Modified By Criteria in Automation Trigger

    Posted 01-09-2023 13:39
    Thank you this worked perfectly, appreciate the help!

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    Thanks in advance,
    Jennifer Paschal
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