When creating an email automation based upon a record being updated, I want to include the name of the person who updated the record in the email. I have used the field 'User who took action - name', but it returns blank for both the preview and live automation email. Why is this? I am logged in and have a name associated with my account.
Thank you
'User who took action - name' field not working in automation
+2
+31For me the preview doesn't work and the live automation works actually, here's a base where I've set it up and it works in case it's helpful
+2Interesting, so you've added 'Name' as field in your base to pull through? I interpreted 'User who took action' to mean the name on your user profile, because it also offers email address and ID?
+31Interesting, so you've added 'Name' as field in your base to pull through? I interpreted 'User who took action' to mean the name on your user profile, because it also offers email address and ID?
Nope, it's from the "User who took action" step:
+1I am having the same issue and I looked at your example Adam but based on the preview it didn't work for you either. Can you explain a little more?
+2I am having the same issue and I looked at your example Adam but based on the preview it didn't work for you either. Can you explain a little more?
Hello, I managed to get this working in the end. You have to add a field to your base which is a 'User' field - see screenshot below. You can populate this as yourself or any users within your group, and then utilise that field in your automations. Let me know if that works!
+31I am having the same issue and I looked at your example Adam but based on the preview it didn't work for you either. Can you explain a little more?
Yeap, the preview doesn't work and the live automation works:
Email:
If it's not working for you I'd be happy to take a look at it if you can provide a read-only invite link
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