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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Help on a report filtering data based on a "Team"

I have an app with a structure where I have Tasks related to Team Members (A Team member can have many tasks).
In this same App Team Members is related to Departments (A Department can have many team members).

In a report for tasks I need to generate a task listing for all tasks associated with one team.  I can do this manually for each team, but I was hoping to do it dynamically based on who is logged on.

So for example, lets say I am part of the Strategic Accounts Team.

I want my report to filter all of the tasks to show all open tasks assigned to anyone on the Strategic Accounts Team.

I know how to dynamically filter by user.  But how do I do it by "Team Name" which is a field in the departments table?

Thanks!

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Ivan Weiss
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  • You need to add that field as a lookup in your relationship. Then you can use it in the dynamic filters. Here is an example where[ID - Workstreams] is a lookup field that is used as a dynamic filter:





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    Adam Keever
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    • IvanWeiss's avatar
      IvanWeiss
      Qrew Captain
      Adam,

      I can see the Team name of the Assigned To user via lookups.  How do I gain access to the Team name of the current logged in user dynamically?  That is the part I cannot sort out

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      Ivan Weiss
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Ivan, do you have a table of users where the Key field is User?  If you have that then there is a way to do what you want.

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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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