Question on automatically populating a user-defined field

[Former Member]

Hello

I'm wondering if its possible to write a query that would automatically fill out a user-defined

field on a activity each time a new one is opened. When a sales rep starts a new activity

I want the field to be populated with their name.

Any help would be appreciated

thanks

Mike

[former_member583013 · Accepted solution]

Hello Mike,

If the Sales Person's name matches the User Name, then you could use the following query and assign it as a Formatted Search to your User Field.

SELECT T0.U_Name FROM [dbo].[OUSR] T0 WHERE T0.INTERNAL_K = $[USER]

Set the Formatted Seach to Auto refresh on Activity Type or Remarks or (any field that the user would certainly change)

Suda

[Former Member]

Thank you vety much! that was very helpful and worked perfect