In our workflow, users can be assigned to the same record multiple times. I need a way to track how many times a user was assigned to a record and, ideally, list the record name to which the user was assigned.
Is there a way to do it with automation, or is it better to do it with the formula?
List project to which user was assigned.
+3
+28Can you provide a screenshot of how a user can be assigned to the same record multiple times? Would love to help but finding it hard to visualize your setup!
+3TheTimeSavingCo wrote:
Can you provide a screenshot of how a user can be assigned to the same record multiple times? Would love to help but finding it hard to visualize your setup!
@TheTimeSavingCo No need for a screenshot.
So the user is assigned to the record, then unsigned, and some other user is assigned. That's how, in the life of that race, one or many users are assigned and unsigned multiple times, and I need to record how many times each user was assigned to the record.
+28Vasyl_S wrote:
@TheTimeSavingCo No need for a screenshot.
So the user is assigned to the record, then unsigned, and some other user is assigned. That's how, in the life of that race, one or many users are assigned and unsigned multiple times, and I need to record how many times each user was assigned to the record.
Ahh hmm... I think I'd have a new table where each record represents a single link between a user and a record from the original table, and this table would have a Number field and a Formula field. The formula field would have the value of the number field +1
I'd then have an automation that would trigger whenever a user's assigned to a record and its action would be to find the relevant record in the new table and replace the Number field with the value for the Formula field. If it can't find a record it'd create a new pairing
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