Forum Discussion

DianeSinawi's avatar
DianeSinawi
Qrew Member
2 years ago

Formula to append field value into a different field that also allows user entry?

Is there a way to append a value from field A into field B that is a user entry field, while allowing user to also manually enter a value in field B?

We have a form to upload Documents that also captures information from another table (Task table). The process is that we create a Task record which includes a section to upload a Document - the Add Document link in the Task record opens a new Document record, and info from the Task autopopulates into the Document record.

One of the Task fields that autopopulates in the Document record is "Evidence Number" - (eg: 12A, 07B, 34D).

In the Document record, users create a name for the record in the field "Document Record Name" (eg: Server Log, New Hire Population)

We need the Evidence Number value listed in the Document Record Name and currently ask users to manually enter it. But its often left out, so we'd like the Evidence Number to autopopulate into Document Record Name, but still allow user to add their own "name".

EXAMPLE: if Evidence Number is 12A, then Document Record Name would autopopulate with "12A" or "12A -"but still allow user to enter values. After user enters "Server Log", the field value will appear as "12A Server Log" or "12A - Server Log".

Is this possible if we make Document Record Name a formula field? If so, what would be the formula? Also, would there be any issues with reports showing both values in the field? Thank you for your help!



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Diane Sinawi
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  • Yes, definitely a formula field.  Just use the current field for the users to enter the Title, and then create new formula text field with the formula

    List(" - ", [Evidence Number], [Title])

    I don't know how much existing data you have, but for your users who followed your instructions you were going to end up with a duplicate evidence number. If you wanted to, you could tell everybody starting tomorrow they don't have to enter the evidence number, and then you could use this formula instead  


    IF(Today() >= Date(2023,02,24), List(" - ", [Evidence Number], [Title]), [Title])



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • DianeSinawi's avatar
      DianeSinawi
      Qrew Member

      Thank you, it worked great!! I didn't think of creating a new field to hold both pieces, but I don't mind having 2 name fields, as the users won't care, and it gets us what we need, and we can adjust our reports to use the new field only.

      Thank you again!!! :)



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      Diane Sinawi
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        So you wouldn't show both field names on the form. You set the data entry field for the record title to be shown in add or edit mode on the form and then in view  mode used to show the formula field where it's combined.

        The form lets you control which fields are showing in which moods.



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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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