Forum Discussion
QuickBaseCoachD
6 years agoQrew Captain
Are you looking to run a report and have the user answer as question as to which user they want and then return a report for just records where that user in in any of the three fields?
- CarolMcconnell6 years agoQrew CaptainYes.
- QuickBaseCoachD6 years agoQrew CaptainOk, so now we understand the question.
I suggest making a field like this
LIst(",",
UsertoName([Assigned to]),
UsertoName(),
UsertoName([reassigned to]))
Then have the report have a filter where that field Contains <ask the user> - CarolMcconnell6 years agoQrew CaptainIt looks like that turns into a field where they would have to key in the reps name. Maybe I don't have the correct formula field. I am using formula-user.
- CarolMcconnell6 years agoQrew CaptainI'm not sure this is what I'm looking for anyways. Doesn't this just bring back the list of users from these fields. I'm thinking and I could be wrong that maybe I need a custom formula field on the report. One that says representative is in one of these fields and representative would be a list of the users.
- QuickBaseCoachD6 years agoQrew Captainyes. they would need to type in a portion of the name. It will not be a drop down list
- CarolMcconnell6 years agoQrew CaptainThat won't work. They are too picky for that. Any other ideas?
- QuickBaseCoachD6 years agoQrew CaptainThe other method is more complicated. it is possible to create a table called Select Resource. Create 1 record. It will be [Record ID#] = 1.
Create a drop down field of users there.
Then create a relationship where that Table has many detail records. Make the link to the relationship field be a formula of 1. Lookup the selected user.
use that user in the filter for the report.
use that report as the report for the report link on the form to Select user. - CarolMcconnell6 years agoQrew CaptainWhen you say make the link to the relationship a formula of 1. Can you give a little more detail. Not sure about that part.
- QuickBaseCoachD6 years agoQrew Captainmake a relationship to the detail table and change the field for [Related Select user] to be a formula field with a formula of just a 1.
It will calculate to be a 1, and the select record will only ever have one record in that table so it will be {Record ID#] = 1.
You have to prevent all users from adding more records to that table after you create the first record.,
There is another solution which will allow multiple concurrent users to be selecting User and not stepping on each others toes, but that is more complicated to explain. - CarolMcconnell6 years agoQrew CaptainSo it would be a numeric formula field and you add just the number one in the formula?