Forum Discussion

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...

Qrew Commander

6 years ago

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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Qrew Captain

6 years ago

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
Qrew Legend
6 years ago
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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- IvanWeiss
  Qrew Captain
  6 years ago
  Yes my "Team Members" table has the user as the key field. It is basically an Employees table
  
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  Ivan Weiss
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  - MarkShnier__You
    Qrew Legend
    6 years ago
    I will assume that you have a table of Teams and that One Team has many Team Members. (i was confused as to your reference to Departments as that seemed to be not relevant to anything.)
    
    Make a checkbox formula field called [Current user is Team Member (=1)]
    The formula will be if(User() = [userid],1)
    
    Summarize the maximum of this field up to the Teams table. Call it [Current user is Team Member (=1)]. It will now equal 1 if the current user is on that Team.
    
    Now lookup [Current user is Team Member (=1)] down from Teams down to Tasks. Now all the tasks are identified as to if they belong to the Team that the Team member is on.
    
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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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