On a transaction record, is there a field that sto...
# administration
d
On a transaction record, is there a field that stores the user that creates the transaction? I can find the data in System Info sublist, but I would like to be able to easily display this in a report or listing view.
g
Workflows have access to the current User so you can have a simple workflow that stashes it on create. (scripts also but WFFTW)
reports involving system notes are possible but i’m mentioning that so you don’t go there
n
The transaction field is {createdby} available through Saved Search. To have it available through UI create a new field populated by the search result
g
i had workflow on the brain that day (sorry about that) but yeah if we’re not talking workflows then you can just define a field with a dynamic default of “currrent user” no search or workflow, etc, needed. That said, it is something i use a lot in workflows basedon create of a record but won’t help you with searches/ reports.
t
You can also just look in the system notes of that record if you don't need a permanent solution.