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kheatley's avatar
kheatley
Qrew Member
4 months ago

Creating formula to parse combined text field then create a userlist for notification email

Have an app where faculty submit leave requests.  Then seven admins must approve request before it is ultimately approved. 

I created a pipeline that when a faculty member submits a leave request, new  approver records are created for each admin role with a status of "Pending".  

Wondering if this is possible:

I want to create a formula-url field in Leave Requests table that is a link to a "Pending" approver record, in Approver Decisions table, based on the related leave request and that the username is same as Approver username.  

I started this idea by finding this formula via a google search but I'm stumped as to how to move forward:  URLRoot() & "db/" & [_DBID_APPROVERS] & "?a=er&rid=" & [Record ID#].

Any help would be appreciated.

Kim

  • OK,  so one Leave Request has Many (typically 7) Approvers.  You want a button on Leave Request Parent record to land the current user on their own Child Approver record.

    This part is correct

    URLRoot() & "db/" & [_DBID_APPROVERS] & "?a=er&rid=" & (but which record to edit ???)

    You can go to the relationship and create a summary numeric Maximum field for the Maximum of the Record ID# subject to the filter that the Approver User "is the current user".

    I suggest using a form rule or to change to the button formula with an IF statement so that if the  User is not one of the 7 Approvers (ie the Record ID# of the current user approver record is blank), then the URL formula button will be blank or hidden.