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How do I auto-populate a User List field with users defined in other fields

  • 1.  How do I auto-populate a User List field with users defined in other fields

    Posted 12-05-2019 11:30
    We have a form in our CRM which allows us to post client activity log entries. In the form we can add multiple users to a user select field so that they can receive notifications.

    I need to pre-populate this field with users listed in other fields in the record/table the new record is related to. In this case, it would be the users defined in the fields [Account Manager], [Ad Production], [SEO Production], [Content Writer]. Thanks in advance for any help/advice!! 



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    Matt Makris
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  • 2.  RE: How do I auto-populate a User List field with users defined in other fields

    Posted 12-05-2019 11:44
    Matt,

    I suggest you use Triggers from Juiced Technology.

    www.JuicedTech.com

    It is a great tool that lets you search other tables for information and then edit your fields with that data.

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    Don Larson
    Paasporter
    Westlake OH
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  • 3.  RE: How do I auto-populate a User List field with users defined in other fields

    Posted 12-05-2019 11:47
    So you are saying that the parent record has a some user fields  and the child has a List User data entry field.  Why not just make a formula to combine them all, by formula into one field to be used for Notifications.  Post back if you need help with the formula.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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  • 4.  RE: How do I auto-populate a User List field with users defined in other fields

    Posted 01-09-2020 16:17
    Mark - Could you provide instructions on how to create such formula for Notifications?

    Thanks,
    Josette Trux

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    Josette Trux
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  • 5.  RE: How do I auto-populate a User List field with users defined in other fields

    Posted 01-09-2020 16:58
    if you want to combine several user fields into one UserList field, then the formula would be

    ToUserList([User Field 1], [User Field 2], [User Field 3], etc   )

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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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