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Is Current User Filter with User-List field?

  • 1.  Is Current User Filter with User-List field?

    Posted 08-02-2020 20:11
    Is it possible to create "Is Current User" report filter using a user-List field?

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    Christine White
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  • 2.  RE: Is Current User Filter with User-List field?

    Posted 08-02-2020 20:25
    The easiest way is to create a formula list user field 

    ToUserList(User())

    and use that in the filter

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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: Is Current User Filter with User-List field?

    Posted 08-02-2020 20:58
    Thank you, I am not familar with this formula.  Can you show me the format?   [Report(s) To]  (this is a user list field


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    Christine White
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  • 4.  RE: Is Current User Filter with User-List field?

    Posted 08-02-2020 22:29
    You would make a formula called [Current User in List user format] with the formula I provided.

    then filter your report where

    [Report(s) To]  Includes the User in the field [Current User in List user format]



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Is Current User Filter with User-List field?

    Posted 08-02-2020 22:51
    Thank you.   As I was trying to create this formula, I noticed that QB does let you add the following filter to a report:

    Report(s) To  includes the user(s) <the current user>


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    Christine White
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  • 6.  RE: Is Current User Filter with User-List field?

    Posted 08-06-2020 09:12
    Mark, that doesn't seem work.  I have an existing List-User field with a list of project managers to whom an individual record may be assigned.  I want to do the same thing as the other person, whereby I'm trying to have the report show a chart for only those projects assigned to the current user (current user = user selected in List-User field).  The formula ToUserList(User([existing list-user field])) throws an error 'the field is not compatible with the parameter field type'.  The report seemed to suggest i was able to display results for the current user in that field, but no results came back even though other conditions were met.  Thoughts?

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    Michael Sargent
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  • 7.  RE: Is Current User Filter with User-List field?

    Posted 08-06-2020 09:51
    Edited by Mark Shnier (Your Quickbase Coach) 08-06-2020 09:51
    Hi Michael,

    The function User() returns the current user.

    But Quick Base does not like comparing apples to oranges in a report filter and to Quick Base, a field of type List User cannot be compared with a field of type User in a report filter.  So if the report does not natively offer up to company to "the current user", then a work around is to create a List User formula field which just has the current user in it, ie just 1 user ecven though it is a List User field type.

    So to make that field we use

    ToUserlist (User())

    and call it like [Current User in List User format]

    Then the report will be filtered where

    [Project Managers] include the value in the field [Current User in List User format]




    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 8.  RE: Is Current User Filter with User-List field?

    Posted 09-29-2023 22:14
    Hi Mark,
     
    When there is only a single entry, this works for me, but if there are multiple people, it can't detect the current user that is listed. Any idea why?


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    Michael Naser
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  • 9.  RE: Is Current User Filter with User-List field?

    Posted 09-30-2023 08:03

    Michael,

    can you post your formulas and screenshots of your report filter?



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 10.  RE: Is Current User Filter with User-List field?

    Posted 10-31-2023 12:06

    Another way I've found is to use the _curuser_ field reference.

    An example would be to have a list of users, and in the filter section of the report do [List of Users] includes the user(s) _curuser_ 

    You can get a bunch of these field references from here (I think you would just use underscores in reports though: Markers, User Tokens, and Field References – Quickbase Help



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    Nolan Pilozo
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  • 11.  RE: Is Current User Filter with User-List field?

    Posted 10-31-2023 12:15

    Thank you guys, I will go and give this a go. Thanks for the info.



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    Jannie Coetzee
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