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LokeshMurali's avatar
LokeshMurali
Qrew Member
5 years ago

Formulas

Hello,
Could anyone help me out to find the formula to display the Supervisor role employees alone in the Supervisor dropdown?
I have an employee table with Role field, So I need to filter out only the supervisor role employee name for Supervisor filed in the employee table
Thanks,
Lokesh M

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Lokesh Murali
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    5 years ago
    If you have a relationship where 1 Employee has Many records, then this is easy.

    Just make a report of employees called Used on Records Form for Supervisors drop down and filter the report where the Role equals Supervisor.

    Then go to your form and for the drop down field set the form to use that report.

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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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    • LokeshMurali's avatar
      LokeshMurali
      Qrew Member
      5 years ago
      Hello Mark,
      I have a one to many relationships with task table


      ------Original Message------

      If you have a relationship where 1 Employee has Many records, then this is easy.

      Just make a report of employees called Used on Records Form for Supervisors drop down and filter the report where the Role equals Supervisor.

      Then go to your form and for the drop down field set the form to use that report.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        5 years ago
        Please describe your relevant tables and there relationships. I thought you had a drop down field on a record up choose a supervisor.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
        ------------------------------
  • DonLarson's avatar
    DonLarson
    Qrew Commander
    5 years ago
    Lokesh,

    Does this describe your architecture?


    If so and assuming that in your Roles table that a Supervisor is Record ID# 1

    Create a Formula Text Field in the Tasks Table:

    If ( [Related Role]=1, [Role Name], "No Supervisor" )

    You set the the message in the If Statement to what ever is relevant to your business process.

    If you have a different architecture, then you need to use the Look Up fields to get the relevant information to the Tasks Table so you can display it when there is Supervisor assigned the Task.






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    Don Larson
    Paasporter
    Westlake OH
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