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O
OmahaOmaha
Level 4
October 31, 2024
Question

Tying in a user's email and phone number to a task form

  • October 31, 2024
  • 1 reply
  • 625 views

Is it possible to use the results of a user typeahead field on a task form, to pull in the user's email address and phone number using a calculated field on the task report?

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1 reply

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
November 1, 2024

Hi @omahaomaha 

 

e.g. if the USER typeahead is called "userTA" you can reference built-in fields in a calculated field: 

{DE:userTA:name}
{DE:userTA:emailAddr}
O
OmahaOmahaAuthor
Level 4
November 1, 2024

Thanks Sven, what if the email address is created field not native to WF? Would it be {DE:userTA:name}.{DE:Contact Email}?

Sven-iX
Community Advisor
Sven-iXCommunity Advisor
Community Advisor
November 5, 2024

Hi @omahaomaha 
I think you're currently limited to built-in fields. 

But to try custom fields on the user: 
{DE:userTA:name} is a string: the name - so it won't have the custom field you want
You can try {DE:userTA:Contact Email}  

Let me know

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