Hi all,
I am creating pages for creating new tasks - one general and one for a “log a call” scenario which have some meta-data pre-populated specific to call tasks.
How can I automatically populate the “assigned to” field with the name of the user performing the action?
I have reviewed this similar thread (https://community.skuid.com/t/defaulting-task-owner-to-the-current-user) but it seems to apply to creating a record inline in a table as opposed to a “new” page, and I can’t see where I would apply this merge field as a default.
Thanks!
Question
For a New Task Page, default Assigned to to Current User
+5This topic has been closed for replies.
+13For a “New Task” page, it’s very easy — just add a Condition on your new Task Model on the OwnerId field, with the value set to the User Id property of the Running User:
This Condition will be applied to the auto-created new Task record in your Model.
+5Hey Zach,
I was trying this but the one challenge is if 10% of the time, someone wants to create a task for someone else.
It seems like when I use model conditions for field defaults then it enforces it and prevents the user from selecting any other value.
Is there a way of populating a value as the initial state for the field then allowing the user to over-ride it if they wish?
Thanks for the quick response!
+13Yeah that should be fine, the Condition in this scenario will only be used as a default value, but if you include the OwnerId field in a Field Editor in Edit mode in your New Task page, your users should be able to override the default Owner.
+5Oh hey it worked. I had to use the Owner.Name field to get the name instead of the ID but then it worked like a charm. I swear last night it was changing it back on me but today it allowed me to over-ride it.
Perfect! Thanks a lot.
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