Dynamic Form Rules with Related User
Trying to use a dynamic form rule to change a related user. However, when I select 'change to value in the field'...it's looking for a numeric field. I suppose it wants to match the Record ID. I'm try...
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MarkShnier__You
Qrew Legend
Qrew LegendWhen you say this
I'm trying to be able to select another user field and match the name instead.
Can you explain? What is the source for that other field? Is it from the same table of Users?
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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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I'm trying to be able to select another user field and match the name instead.
Can you explain? What is the source for that other field? Is it from the same table of Users?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- End goal is I need to pull over a phone number for a user. So currently I have this setup:
Two tables: Employees, Pay App. Parent table is employees, child is Pay App.
Employee Table includes Fields: User, Phone Number.
Pay App Table include Field: Related Employee, Employee Phone Number (this is just a lookup field), Project Manager (this is a user field, and is a lookup field from a third table).
I want to be able to set the related employee to the project manager. I was attempting to do this with a dynamic rule. So I tried as my action 'change' 'related employee' to the value in the field 'Project Manager'. This doesn't work because it is looking not at the user names, but the Record ID's..
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Mike Tamoush
------------------------------- MarkShnier__YouWhat is is the data source for the Project Manager. Is it just a text multiple choice field?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- It's a lookup field. The original field is a user field (inherently multiple choice).
So on a third table named 'Projects' there is a user field for the PM. Projects is Parent to Pay Apps.
It just dawned on me I'm doing it fundamentally wrong. I think I need to link my Projects table to my Employees Table (which I am going to rename Project Managers). Then instead of selecting the PM from a user dropdown, it will be selected as the Related Project Manager.
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Mike Tamoush
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