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Re: Modifying user field

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Kainelson
Level 2

Modifying user field

Screenshot 2024-11-21 at 10.36.27 AM.pngI was hoping to get some insight on how I could create a field that would show who the modifying user is when records are created. We have a number of pipelines used and when troubleshooting issues/data, I thought it would be really helpful to be able to pull lists by who the modifying user was rather than going one by one into records and checking their activity logs.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Modifying user field

Not possible unless you

(a) write such a field as part of the API call
(b) call a process (e.g. webhook) when someone is created to loop back and read the source from the ActLog and write to a field
or
(c) run reports using the API

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3 REPLIES 3
SanfordWhiteman
Level 10 - Community Moderator

Re: Modifying user field

Not possible unless you

(a) write such a field as part of the API call
(b) call a process (e.g. webhook) when someone is created to loop back and read the source from the ActLog and write to a field
or
(c) run reports using the API

Kainelson
Level 2

Re: Modifying user field

Any recommendation on which process is the easiest to implement? 

SanfordWhiteman
Level 10 - Community Moderator

Re: Modifying user field

The first is the easiest if you can alter the app to populate an additional field.

 

The second is what I would use, because it works regardless of whether you have access to the app code.