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Get User From text field

  • 1.  Get User From text field

    Posted 08-21-2020 10:03
    This may sound like an odd question.  Is it possible to get a user from a text field.  The situation I have is I have the users names in another system that may be a close match but not necessarily an exact match to the names in Quick Base.  To make things worse, the source data at times has multiple variations of the name for the same person.  I need a way to take that source data of the name and get to the Quick Base user.  What s the best way to accomplish this?

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    Paul Peterson
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  • 2.  RE: Get User From text field

    Posted 08-21-2020 10:06
    Edited by Mark Shnier (YQC) 08-25-2020 11:58
    Way to do this would be to have a table of Names where the text name field is the key field and then you would manually need to select the user ID for each name.
    Obviously you cannot translate from a random name to a unique QuickBase ID as many people on this planet have the exact same name.

    Then you would have a relationship between this name table and your data table to look up the user ID based on the name on your data record


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Get User From text field

    Posted 08-21-2020 14:26
    Thank you Mark,

    That is what I was planning and just worked through a proof of concept in the test version of the app.  I'll move this into production early next week.  This will also give me the ability to do a couple other things I want to accomplish.

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    Paul Peterson
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  • 4.  RE: Get User From text field

    Posted 08-24-2020 10:02
    Mark, thank you!

    I have this part working.  Now I want to revisit a question I asked previously.  Now that I have the table of users, how can I use the data to populate a drop down field of users in a certain role?  For example, say I have a widget assembly team and a widget sales team.  How could I create a drop down of users for each team ?

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    Paul Peterson
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  • 5.  RE: Get User From text field

    Posted 08-25-2020 10:09
    You would need to have a field on the table to replicate the Roles, ie there is not a way to have the table automatically  "know" the role(s) for each user.

    Once you have that then you can set the form properties for the drop-down list to use a particular report which would have a filter on it.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 6.  RE: Get User From text field

    Posted 08-25-2020 10:45
    I have the user role in the table I created.  The only place I see to do this is in the multi-select, is there a way to do this with a user field?

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    Paul Peterson
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  • 7.  RE: Get User From text field

    Posted 08-25-2020 10:54
    I found where to select the field, but still don't see how so select the users in a specific role.

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    Paul Peterson
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  • 8.  RE: Get User From text field

    Posted 08-25-2020 12:01
    If you have a table which lists the unique Roles, you can make a relationship where 1 Role has many Employee names and manually assign each Employee to a role. or is your issue that you needs to assign multiple roles to some employees.

    If you have to assign multiple Roles to each Employee, then using a Multi Select field type would be a convenient way to do that.


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 9.  RE: Get User From text field

    Posted 08-25-2020 13:01
    Most users only have 1 role, but there are a few with multiple roles.  My overall objective it to create a drop down of users in a specific role

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    Paul Peterson
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  • 10.  RE: Get User From text field

    Posted 08-25-2020 14:39
    well, if the goal is to have a drop-down list on a form of just users in a certain role, then you will certainly be able to make a report of users in that particular role and then set the form properties for that drop own field to use that report for the drop-down list. So all you need to do is make that report in your list of users.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 11.  RE: Get User From text field

    Posted 08-26-2020 09:33
    Thank you!

    I have it working now

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    Paul Peterson
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