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Include "Unassigned" Records in Pie Chart

  • 1.  Include "Unassigned" Records in Pie Chart

    Posted 30 days ago
    Hello,

    I'm running into a problem where "Unassigned" records are not showing up in the groupings of a pie chart.

    Here are specifics of my app which is being used as a CRM:

    • Lead comes into a web form on my website.
    • Zapier automatically adds that lead to Quick Base and sets a variety of fields.  One field it does not set is the "Sales Rep" field because my sales manager wants to manually assign the Sales Rep. The Sales Rep field is a "User - List" field and is required for data entry (However, Zapier is able to save the record w/o this required field being updated.)
    • My Sales Manager's Home Page has a Pie Chart showing all active leads grouped by Sales Rep. The leads that are not yet assigned to a sales rep are not showing up on this chart. So if we have 100 active leads but 10 of them are unassigned, only 90 leads would show up in the chart.
    Is there a way to get the unassigned leads to show as their own group? I know that I could auto-assign the leads to my Sales Manager and then he could manually assign them out. But he also works some of his own leads so it would get a little confusing for him.

    Thanks in advance for your help!

    Josh

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    Josh Collins
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  • 2.  RE: Include "Unassigned" Records in Pie Chart

    Posted 30 days ago
    Edited by Adam Keever 30 days ago
    Josh,

    You can create a formula text field to return the assigned Sales Rep. or to return a "Needs Assigned" status:

    If(ToText(UserListToNames([Your Sales Rep. Field],"FF")) = "", "Needs Assigned", ToText(UserListToNames([Your Sales Rep. Field],"FF")))

    Just replace the name of your Sales Rep. field in the [] square brackets in the formula above. The "FF" denotes first name first; you could change it to "LF" if you prefer last name first.

    Example of the formula function:


    Example of a pie chart using the formula text Sales Rep.:


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    Adam Keever
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  • 3.  RE: Include "Unassigned" Records in Pie Chart

    Posted 30 days ago
    Thanks for the idea. It works great!

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    Josh Collins
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