How do I make a workflow to populate person who la...
# ask-stanley-ai
n
How do I make a workflow to populate person who last modified a transaction record?
c
AI generated answer (using internal Slack threads):
To create a workflow that populates the person who last modified a transaction record, you can follow these steps: 1. Create a custom field of type List/Record where the list is Employee. This field will hold the value of the user who last modified the record. 2. Create a new workflow that applies to the transaction record type you are interested in. 3. In the workflow, add a Set Field Value action that triggers Before Record Submit. 4. Set the custom field you created in step 1 to the value of "Current User". This will capture the user who is currently modifying the record. 5. Optionally, you can add a context to the action so it only triggers in the User Interface or by CSV Import, but not via Script or API. This way, you only capture the times when someone is interacting directly with the record instead of when a script or integration modifies it. Remember to enable logging and keep instance and history for your workflow so you can troubleshoot if needed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832546294
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826373935
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819386721
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