Manual Trigger Auto Action to set field for a group of users

4 months 3 weeks ago - 4 months 3 weeks ago #313267 by wbuk
Combed through the forums but unable to find an answer to this, so sorry if this has been asked before!

We need an auto-action that automatically sets a user's custom field based on another field. To limit the action so it only changes a certain group of users (and not others), we set the Access to "Group A". When the appropriate triggers are set, it works fine. Auto Action looks like this:

Trigger: onAfterUserLoginSuccess
Type: Field
User: Automatic
Access: Group A

However sometimes we needed to manually fire the auto-action (user does not trigger it because they did not perform the trigger action, eg logging in). Clicking on the Internal Action URL (with no triggers set) for the above auto-action gives the error that I do not have access (because I am not in Group A).

However, even if I could, this triggers the action to set the field of the user triggering it - ie my profile. How do we trigger the auto action to change the field of a group of other users?

Edit: So further combing pointed me towards CB Auto Actions > Parameters which contains "Internal General URL" and "Internal Users URL". I've tried changing the above auto-action's trigger to "General", clicked on the Internal General URL link but it still doesn't work.

Edit 2: Got it to work now. Please delete this post.

Web Buster UK Ltd
4 months 3 weeks ago #313271 by krileon
Manually executing an auto action will not work unless Triggers is set to None. onAfterUserLoginSuccess trigger also does not provide a user object so you may need to set User to Self, but Automatic should fallback to Self if it finds nothing. As for looping every user through the auto action you'd need to give it the Internal Users trigger then run the Internal Users URL within CB Auto Actions > Parameters, but you may want to utilize the batching feature there to prevent it from trying to run on all your users at once.

Kyle (Krileon)
Community Builder Team Member
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The following user(s) said Thank You: wbuk
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