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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

6 Replies 6

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

epinteriors
4 - Data Explorer
4 - Data Explorer

I 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! 

Naomi_B_0-1719505231513.png

 

Yeap, the preview doesn't work and the live automation works:

Screen Recording 2024-06-28 at 11.01.23 AM.gif

Email:

Screenshot 2024-06-28 at 11.02.24 AM.png

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