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User Field from Child Record to Parent

  • 1.  User Field from Child Record to Parent

    Posted 24 days ago
    I am used to using a cycle of relationship fields to get milestone dates from the Child Record "Tasks" to the Parent Record "Reports." I use a Date Summary on the Tasks table, and a Lookup Field on the Reports table to get the date of a specific Task milestone to show up on the Reports table. I'm not having any luck using this same process to get the User who completed the specific Task to show up on the Reports record. Any suggestions?

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    Jennifer Peterson
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  • 2.  RE: User Field from Child Record to Parent

    Posted 23 days ago
    Jennifer,
    Recently, we have new capability in Summary field types in that we can summarize text information.  But that does not apply to user field types.

    but no problem.

    we can just make a field called [userid in text format]

    with a formula of

    usertoemail([my userid field])

    then use the combined text summary field type to float that text up to the parent.  You will, I assume have a filter in that field for say a date to limit the summary field to the particular user you are looking for.

    Then if you need to get that text field back to being a user field up in the parent, you can make a new formula user field

    ToUser([my combined text summary of the user email in text format])




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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: User Field from Child Record to Parent

    Posted 23 days ago
    Edited by Jennifer Peterson 23 days ago
    I keep getting an "Expecting text and found textlist" error when trying to convert it back to the User.



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    Jennifer Peterson
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