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Re: 'User who took action - name' field not working in automation

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Naomi_B
4 - Data Explorer
4 - Data Explorer

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

3 Replies 3

For 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

Naomi_B
4 - Data Explorer
4 - Data Explorer

Interesting, 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:

Screenshot 2024-04-25 at 11.13.22 AM.png