Forum Discussion

JoshuaDavis1's avatar
JoshuaDavis1
Qrew Trainee
2 months ago

Consolidate Field Types

Hello,  Is it possible to consolidate several Text - Multiple Choice field types into 1 field for a report? I believe I would have to create a new field and a text-formula as well. My working theory...
formulas
  • DonLarson's avatar
    DonLarson
    2 months ago

    Joshua,

    You said that you needed to pull data of the manufacturer and the scope.   Your formula or the List function that MarkShnier__You  posted can string together the names of the manufacturers.   To get a lot of information I suggest you build the app a little different.

     A Table of manufacturers gives you one source of truth.  You do not have to have Dell in four separate list and maintain them.   You also can keep adding info about the manufacturer and expanding what the Bids know through the relationship.

    The formula you posted does not have any conditionals in it.  Are you looking to evaluate who the manufacture is to show something?  For example:  

    If ( [Related Scope One Name]="Dell", "A value for the report",  "A different value for the report) 

     

DonLarson's avatar
DonLarson
Qrew Elite
2 months ago

Joshua,

You said that you needed to pull data of the manufacturer and the scope.   Your formula or the List function that MarkShnier__You  posted can string together the names of the manufacturers.   To get a lot of information I suggest you build the app a little different.

 A Table of manufacturers gives you one source of truth.  You do not have to have Dell in four separate list and maintain them.   You also can keep adding info about the manufacturer and expanding what the Bids know through the relationship.

The formula you posted does not have any conditionals in it.  Are you looking to evaluate who the manufacture is to show something?  For example:  

If ( [Related Scope One Name]="Dell", "A value for the report",  "A different value for the report) 

 

JoshuaDavis1's avatar
JoshuaDavis1
Qrew Trainee
26 days ago

Don,

Sorry for the late reply. I'll work on creating a table of manufacturers. 

The formula you posted does not have any conditionals in it.  Are you looking to evaluate who the manufacture is to show something?

  • Yes, I am trying to evaluate who the manufacture is to show their total cost and sell for a report. For example, I can gather the total cost and sell (screenshots below). I am trying to gather the total cost and sell of a single manufacturer. The problem is I do not have a way to gather this information.
  • DonLarson's avatar
    DonLarson
    Qrew Elite
    26 days ago

    Joshua,

    It looks like you are putting together information from a quote or a bill of materials.  Calculating Total Sell and Total Cost is a common need.   Organizing it by the Manufacturer is also not hard but it depends on the architecture of the application.

    Here is how I would tackle it

     

    On the Project you have Summary Fields that show you the Total Cost and Sell for everything in the Bill of Material

    You also have an embedded report, BOM Report, that you can have summarize the Cost and Sell by the Manufacturer.    You can build that report just about any way you would want, but having everything in a child table to the Project is the key to having this work.

     

    • JoshuaDavis1's avatar
      JoshuaDavis1
      Qrew Trainee
      26 days ago

      Don, 

      Thank you! I'll try this method.