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Create a Formula Text Field that converts job titles to competencies

  • 1.  Create a Formula Text Field that converts job titles to competencies

    Posted 06-28-2018 16:23
    I have an existing text field [Current Job Title] that has over 50 different types of Job Titles. 

    To better bucket employees I would like to create a Text Formula Field [Competency] that based on the job title selected, the Competency would automatically be selected for that employee.

    For example:

    If an employee has one of these job titles I would like the [Competency] field to automatically say "Configuration Management"
    • CM Specialist (Junior)
    • CM Specialist (Mid)
    • CM Specialist (Mid)/DPM
    • CM Specialist (Senior)
    If an employee has one of these job titles I would like the [Competency] field to automatically say "Cyber Security"
    • Cyber Security Engineer (Junior)
    • Cyber Security Engineer (Mid)
    • Cyber Security Engineer (Senior)
    • Cybersecurity Analyst
    • Cybersecurity Engineer (Senior)
    • Cybersecurity Policy Consultant (Senior)

    And so on and so on.  I'll probably have around 10 competencies total

    Any help would be greatly appreciated.


  • 2.  RE: Create a Formula Text Field that converts job titles to competencies

    Posted 06-28-2018 19:18
    You can use the Case formula.  Create a new formula Text field named [Competency] with a formula like this:

    Case([Current Job Title],
    "CM Specialist (Junior)","Configuration Management", 
    "CM Specialist (Mid)", "Configuration Management", 
    "Cyber Security Engineer (Junior)", "Cyber Security",
    "Other", null)

    More info: https://login.quickbase.com/db/6ewwzuuj?a=dr&r=ei&rl=9fk


  • 3.  RE: Create a Formula Text Field that converts job titles to competencies

    Posted 06-28-2018 20:11
    This did exactly what I needed it to do.  Thanks!