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<@U29QCJQF3>: all worked out pretty well. setup a custom transaction body field and it defaults to the current user logged in. the field source is the employee list though. i guess it’d be kinda nice to either be just users with access or perhaps i just look at hiding the field from the UI

hey <@U29QCJQF3> - here’s an interesting one on my “processed by” transaction body field. it’s working mostly well if the user initiates the sales order. for a sales order that is initiated via a web service (pepperi, a mobile order management app), the “processed by” field is automatically defaulting to my name as it’s using my account/role to create the sales order (this in itself needs to change). alas, are you aware of any way to default the field to perhaps the user that last saved the sales order record? i.e. “created by matt, but saved or last edited by john"

Well what we did there was have the web integration role leave it blank, but we made it mandatory on the form so that the first user that edits it has to put their own name

ah yes, I can see in the sales order system notes the web services setting the field to my name being that it’s using my netsuite account to create the sales order. now just to figure out how to tell it not to set this field but use whoever’s name happens to approve/process the sales order.

i think before that i need to create a specific role for third party integrations. it’s been on the to list for awhile as i once enabled 2FA on my account/role and it broke it… :grin: thanks for your help as always!