Hi All,
I'm not sure if this request can be better accomplished with a formula or an automation, but it feels like an automation, so I figured I'd start here.
- I have a form that populates several fields in a table, one of which is "Email Address".
- I have a field that is marked "User" which is a multiple user field that contains either a) a Base team member (from the dropdown), b) an email address of an external user, c) or several users
- I have set up a few different views in Interfaces that are controlled by this "User" field
Ideally, when a record is submitted via form I would like the email address they entered to be automatically added to the "User" field as a user so that they can then receive a link to access the Interface that shows their results. This is the use case 90%+ of the time.
Is there an easy way to make this happen? I seem to have figured out how I could automatically add a Base team member thru automations, but that is limited to our team and I can't figure out how to add an external user with an email address outside our domain if it's possible.
Any help you can provide is greatly appreciated!
Bonus work:
I do not need the automation to add several users at one time (though, if possible, I do have another multiple user field called "Read Access" that controls different visibility to a much larger group, as well as the list of people they originally add to the table in a field called "Collaborators"). I have been manually adding users from the "Collaborators" field to "Read Access". It's essentially the same process as the one above, except I'm adding several individual users to a record. This is far less common so I don't mind doing this manually, but it would be great if I could automate this too.