Hi everyone! Bit puzzled on how to create an Entit...
# general
s
Hi everyone! Bit puzzled on how to create an Entity field that shows who created a customer record - i.e a "Created By" field
s
Create entity field created by and set it to type list from employee. Set filed inline and set default as current user.
s
I did try that, though when I opened customer records made by other people - the field showed my name instead of theres
How do I make it 'store' the first current user it 'sees'
d
workflow
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I assume that's the only way?
All I basically want is for the field to show "Harry" if "Harry" is the person who created the customer record, even if Sam looks at it, the field should say "Harry"
b
you should be able to use the dynamic default as long as store field is set to true
it should work for new records and fail for old one
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Well it will only work for new customer records for old onece you would have update Info from system notes created by.
s
Yes, of course! Store Value. It's worked - as you say for new customer records only, though this is fine I think
s
Great😀
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We are only testing at the moment so the old records can go to hell
at least the functionality will work for the future 🙂 Thanks again
s
for the old records you could actually get a list from system notes of who created the record and CSV import that to the custom field,
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Why add extra fields? Create a simple system notes search with proper criteria and filter and show in a custom sublist - more detail about the record, less intrusive.