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Automation based on logged in user

  • April 14, 2024
  • 3 replies
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I want to build an automation in Airtable where the user creating the record, will have their domain auto-populated based on the separate table in which each person has their own domain defined.
For example, if John is creating the record and the John domain is IT defined in a separate table, when the record is created from John, the domain field is auto-populated. 
 

Best answer by Brian_Sweeny

Create a table of People and add fields for all their information including 'Domain'. The primary field in this table could be their email or first name. In the table in question, make a linked field to this People table, plus a lookup field for the 'Domain'. Then proceed to automations. The trigger for this one should be When a record is created in the table in question, update the new record with the name or email (whichever is the primary field in the People table) of the name or email of the 'user who took action'

Feel free to schedule a free call with me if you need more help! - Brian

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Brian_Sweeny
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  • Brian_Sweeny
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  • April 15, 2024

Create a table of People and add fields for all their information including 'Domain'. The primary field in this table could be their email or first name. In the table in question, make a linked field to this People table, plus a lookup field for the 'Domain'. Then proceed to automations. The trigger for this one should be When a record is created in the table in question, update the new record with the name or email (whichever is the primary field in the People table) of the name or email of the 'user who took action'

Feel free to schedule a free call with me if you need more help! - Brian

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  • BobbyNoCode
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  • April 15, 2024

Thanks Brian, this solution does work but the only problem with this is that if users want to update the Domain manually then they won't be able to do so. As it's a lookup field based on the linked field on the People. 

Brian_Sweeny
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  • Brian_Sweeny
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  • April 15, 2024

If you want to have it so they are able to update their domain, you can give them access to the People table. If you want a user login situation where they have control over their details and no one else's, this would not be possible using just Airtable. You'll have to use an application like Softr or Fillout which uses Airtable as a backend. 


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