Hello everyone.
As part of my project, I would like to load the logged-in user into the user employee field when initializing a request form, for example.
How can I set this up?
Thanks in advance
In the User field configurator, you can check the “Preset with current user”, which will prefill the field with the current logged-in user when you create/edit a record.
Hello, thank you for your answer.
I have an Employee module with a user selector field.
In the absence request module, I have a record selector employee field that points to the employee table.
When I initialize the form, I want the employee to be loaded automatically according to the logged-in user.
Your example shows the case where I get the user directly, without going through the employee.
Hmm… I suppose you could use a workflow with a before create record trigger to populate the field in case it wasn’t populated yet. Probably not the most optimal solution, but it could do the trick for now.
If needed, I can provide more detailed instructions on this.