Are any configurations available for @mentions to make it clear the right user is being selected?

Adam Robbins1 · ‎01-20-2022

Hi,

Are any additional configurations available for the @mention feature to make it clear that the right user is being selected?

As an example, we have 2 people in the company with the same name and each of these people has multiple accounts in our user table since we pull in admin accounts and other types of accounts. When a fulfiller goes to do an @mention for this person there are actually 5 values popping up all with the same name.

Thank you,

Adam Robbins

Adam Robbins1 · ‎01-24-2022

I tested the following in my personal developer instance and confirmed this works. The @mentions are using the Name field from the User table which is a calculated field. The calculation can be updated to include something like the User ID in addition to First and Last name. This will make the user identifiable. As an added bonus, of course this extra piece of information shows up anywhere user data is being reference.

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KD Sheridan · ‎04-08-2025

Thanks for sharing Adam! Do you have any recommendations on how to configure the 'When to send' > 'Advanced condition' to include email address? I'm still learning and any direction would be helpful!