Get a field based on the current user
Hello, I have a table called Team Members which is all of my users in the app. The key field is the user field. I use this to keep other fields related to each user and one of them is their Team ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew Legend:) just cooling off after a hot rollerblade, so back on line.
If you make a field called [Current User] on tasks, then you can make a relationship back to Team Members and lookup the current User Team Name and then the filter the report where
task team name matches the current user team name
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
If you make a field called [Current User] on tasks, then you can make a relationship back to Team Members and lookup the current User Team Name and then the filter the report where
task team name matches the current user team name
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Hmm I think I am missing something.
I made a field on the Tasks table called Current User as a formula user type. In the formula I put User()
I created a relationship to my team members table. I set the default value to current user. As part of that relationship I looked up the team name. I renamed this relationship to Current User Team Member
I am not sure where I am supposed to be using that Current User field. I also added a lookup from Tasks to the Project table for the Team Name field. This way I have the team name for the Project.
My reports are filtering by:
Project Team Name is equal to the value in the field Current User Team Name AND
Project Team Name is not equal to ""
With testing it is not working so something is not quite right with the above.
------------------------------
Ivan Weiss
------------------------------
I made a field on the Tasks table called Current User as a formula user type. In the formula I put User()
I created a relationship to my team members table. I set the default value to current user. As part of that relationship I looked up the team name. I renamed this relationship to Current User Team Member
I am not sure where I am supposed to be using that Current User field. I also added a lookup from Tasks to the Project table for the Team Name field. This way I have the team name for the Project.
My reports are filtering by:
Project Team Name is equal to the value in the field Current User Team Name AND
Project Team Name is not equal to ""
With testing it is not working so something is not quite right with the above.
------------------------------
Ivan Weiss
------------------------------
- MarkShnier__YouIt should work. When you look at an example task record what's in fields you are comparing?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- I through some fields on a report so I can see what is going on and it is The Current User Team Name that is the issue, it is blank. I checked the relationship and it is not determining who the current user is so that is the problem.
How do I get the relationship between Tasks and Team Members to auto change based on the current user? This way I can pull back down the team members name
------------------------------
Ivan Weiss
------------------------------- MarkShnier__You1. Are you in the Team Members Table?
2. What do you see in an example record for the field [current user] on tasks.
3. Is the user ID in the team members table the same as what you see in the current user field in tasks?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------