Sometimes it is useful to have columns that record who created individual records, and who last updated them. Grist lets you create such columns easily. It also automatically tracks document changes in the Activity tab of Document History, but nevertheless it is convenient to have that information in tabular form available to formulas and filters, and authorship columns let you do that.
A “Created By” column#
Suppose we want to fill a column automatically with the name of the creator
of each record as they are added. As a first step, add a column called
Created By. In the column options in the side panel
(see Columns for a refresher), click
Set trigger formula action.
user.Name as the column’s formula. There are other possibilities,
user.Email, a unique
user.UserID, and so on. The
user information available is the same as that in Access rule conditions.
Time information is available as well (see Timestamp columns).
But let’s stick with
user.Name for now.
Now, to set the column whenever a record is created, make sure that
Apply to new records
option is checked. And that’s it! Now whenever a record is created, the
column will be set to the name of the user creating it:
An “Updated By” column#
If we want a column that stores who last edited a record (as opposed to its creator),
the procedure is similar to that for a “Created By” column,
but instead of
Apply to new records,
Apply on record changes. Then select
Any field (assuming you want any
change in a record to count as an update) and press
OK. You can alternatively
pick and choose which columns, when updated, will trigger the formula.
Here is an example the the new column at work - when
Cotton Candy v Candy Floss
is updated,a user name appears for that record:
It is still possible for a user to manually edit cells in the
Created By and
Updated By columns. If you don’t want that to be allowed, use access rules to forbid it.