Multiple account question

I’m needing a little guidance for a scenario I am trying to wrap my head around.

In my app, I have a scenario where one user sends something to another user.

I know how to set up the record to be sent by the logged in user.
I know how to set up the record to send the message to the recipient user.

But I can’t figure out how to do both in one record.

For example, employee 1 sends a message to employee 2 that something is ready to be worked on. I want the system to note that the logged in user assigned something to the chosen user.

How can I accomplish this?


The setup is similar to an Inbox or Chat (send and receive messages).

  1. Create a Messages object with fields for Sender and Recipient where each field connects to an Account.

  2. Create a details page containing a user record.

  3. On that page, create a Message button that links to a Form.

  4. Set the form to "insert a new Message connected to this page’s Account and select “the Messages Recipient field”. Set the record rule to update the Sender to the logged-in Account.



  5. Create a page with tabs (child pages) for Inbox and Sent. Then show Messages connected to the logged-in Account, where the logged-in Account is the Recipient or Sender, respectively.

If you had something else in mind, let me know.

Knack Pros

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This worked perfectly, thank you!

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