Issue: Form Submission Not Saving Selected User Correctly

When I fill out a form in my app and try to assign a specific person as the “Account Executive,” the app still shows my name (the person currently logged in) as the Account Executive, even if I selected someone else.

Example:

  • I am logged in as John.
  • I fill out the form and choose Jane as the Account Executive.
  • After submitting, the form still shows John (me) as the Account Executive, not Jane.

Should I be creating a record rule to fix this issue? And if I do, will that allow all users to create forms for others, or is there a way to limit this functionality to only specific users?

Check your table rules or form rules - seems like there might be a rule running that is changing the Account Executive back to the logged-in user. This doesn’t happen automatically so there must be a rule somewhere.

2 Likes

This topic was automatically closed 24 hours after the last reply. New replies are no longer allowed.