Excel uploads with User Fields
Hi, I'm having an issue with a user field that someone could shed some light on. We currently upload data through excel csv and one of the fields is designer responsible. Our goal is use this uplo...
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MarkShnier__You
Qrew Legend
Qrew LegendYou can have a table of employees where the Key field is set to employee name. Add a field to that table for the Userid.
Then make that table a parent in a relationship to your jobs table that you are uploading to, and the name will match up with the Employees table and then it can pull down the user field as a lookup.
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Mark Shnier (YQC)
Quick Base Solution Provider
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Then make that table a parent in a relationship to your jobs table that you are uploading to, and the name will match up with the Employees table and then it can pull down the user field as a lookup.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Hi Mark,
Could you be more specific on how we would do this? We currently have a table of employees where the full name is the primary key. We have the employee table as the parent relationship, but when we upload to our designer responsible field which is a reference/lookup field to the employee table it shows the name as "Catelyn Atkinson" instead of pulling from the employee table. We are able to edit the record and it then connects to the employee table, but it has to be manipulated manually.
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Catelyn Atkinson
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Could you be more specific on how we would do this? We currently have a table of employees where the full name is the primary key. We have the employee table as the parent relationship, but when we upload to our designer responsible field which is a reference/lookup field to the employee table it shows the name as "Catelyn Atkinson" instead of pulling from the employee table. We are able to edit the record and it then connects to the employee table, but it has to be manipulated manually.
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Catelyn Atkinson
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- MarkShnier__You1. Is the CSV file a list of Jobs?
2. And on the file there is an employee name?
3. On your jobs Table is there a field for Employee Name which is the reference field to a relationship to the the Parent Employe table?
4. Is that Employee name field the field you are mapping your excel Employee name field into?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------Hi Mark,
Hope this helps.
1. Is the CSV file a list of Jobs? Yes, we have a list of jobs that are being matched by what we call a notification number as the primary key.
2. And on the file there is an employee name? Yes, we have the employee name as designer responsible which is how we match it when the csv file gets uploaded.
3. On your jobs Table is there a field for Employee Name which is the reference field to a relationship to the the Parent Employe table? Yes, we use the same take designer responsible as that reference field to the parent table.
4. Is that Employee name field the field you are mapping your excel Employee name field into?
This is the same field that gets updated in the csv file.
Thank you for your help.
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Catelyn Atkinson
------------------------------- MarkShnier__YouIs it possible that the EE name has trailing spaces in the upload file?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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