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Re: Autofill new record in a specific "owner" column based on who's logged in?

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Spencer_Allen
6 - Interface Innovator
6 - Interface Innovator

One feature I’ve taken for granted across all CRMs I’ve used is the automatic assignment of ownership to the person logged in on any given record… Make a Contact? you’re the default owner. Make a note? You’re the default owner.

So far I like what I’ve been able to do for new contact entry with forms, required fields, and the ability to use the URL to auto-populate things such as record owner.

Is there any data in the DB that currently corresponds with a user? Would it be possible to create a formula in my note records that automatically says “Spencer created this note, thus we will designate him ‘owner’”?

2 Replies 2
LizzardDaddy
5 - Automation Enthusiast
5 - Automation Enthusiast

I’m trying to figure out the best way to do this myself… any luck?