I have an app with a guest member. I can add the member manually to a record, but when I try to do it through automation, it doesn’t work. Are guest members not allowed to be added to a record’s “member” field via automation?
The adding of members perticularly around Guests I find a little inconsistent: you can add one via script:
{
"user_id": 155677,
"org_id": 1484,
"status": "active",
"name": "Chatty",
"email": "ai@jmc.tools",
"role": "guest"
},
await tape.Record.update(current_record_id,{
fields:{
"member": [155677]
}
})
However interestingly that guest doesn’t have access to that record (or app) so does not actually show up in the record to manually add so in my case the only way to add that guest as to the member field is via a script.
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Oh yea forgot to explain that bit,
. In case you don’t want to use an external tool to get the user info or you want to find the details on the fly in an automation then:
await tape.setApiKey(api_key_field_key_value);
const u = await tape.User.getOrganizationUsers();
console.info(JSON.stringify(u, null, 2));
and just to round it all out:
await tape.setApiKey(api_key_field_key_value);
const u = await tape.User.getOrganizationUsers();
console.info(JSON.stringify(u.data, null, 2));
const userID = jsonata(`data.users[email="jason@jmc.tools"].user_id`).evaluate(u);
console.warn(`UserID: ${userID}`);
Gives:
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