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Engine Awesome User

The Engine Awesome User field links a team member to a record. Use it to assign records to specific people on your team, or to automatically track who created a record.

What it is

An Engine Awesome User field stores a reference to a user account in your Engine Awesome workspace. It comes in two semantic flavors: one where your team manually selects a user from a dropdown, and one where Engine Awesome automatically records who created the record - no manual input required.

Semantic options

  • User - displays as a dropdown that lets your team select any active member of your Engine Awesome workspace; use this to assign or associate a record with a specific person
  • User: Created By - automatically records the team member who created the record; the field is read-only and filled in by Engine Awesome at the moment the record is saved for the first time

When to use it

  • Assigning tasks to team members - use the User semantic so whoever is responsible for a task is recorded on the task record
  • Tracking who owns a lead - assign each lead to a sales rep so accountability is clear
  • Audit trail of record creation - use User: Created By to automatically log who added each record
  • Support ticket assignment - assign each ticket to the team member handling it
  • Project ownership - link each project to the person responsible for it

Settings

  • Semantic - choose User (manual assignment) or User: Created By (automatic, read-only)
  • Label - the name shown above the field in forms and layouts
  • Required - when using the User semantic, prevents saving unless a team member is selected
  • Conditional - show or hide the field based on another field's value

Example

In a sales CRM, you add two Engine Awesome User fields to your Leads object type. The first, labeled Assigned To, uses the User semantic, your sales manager opens each new lead and assigns it to a rep from the dropdown. The second, labeled Created By, uses the User: Created By semantic, Engine Awesome fills this in automatically when the lead is created. Now you always know both who entered the lead and who's responsible for closing it.

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