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MattMakris's avatar
MattMakris
Qrew Cadet
5 years ago

How do I auto-populate a User List field with users defined in other fields

We have a form in our CRM which allows us to post client activity log entries. In the form we can add multiple users to a user select field so that they can receive notifications.

I need to pre-populate this field with users listed in other fields in the record/table the new record is related to. In this case, it would be the users defined in the fields [Account Manager], [Ad Production], [SEO Production], [Content Writer]. Thanks in advance for any help/advice!! 



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Matt Makris
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Tables and fields

4 Replies

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  • DonLarson's avatar
    DonLarson
    Qrew Commander
    5 years ago
    Matt,

    I suggest you use Triggers from Juiced Technology.

    www.JuicedTech.com

    It is a great tool that lets you search other tables for information and then edit your fields with that data.

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    Don Larson
    Paasporter
    Westlake OH
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    So you are saying that the parent record has a some user fields  and the child has a List User data entry field.  Why not just make a formula to combine them all, by formula into one field to be used for Notifications.  Post back if you need help with the formula.

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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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    • JosetteTrux's avatar
      JosetteTrux
      Qrew Member
      5 years ago
      Mark - Could you provide instructions on how to create such formula for Notifications?

      Thanks,
      Josette Trux

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      Josette Trux
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        if you want to combine several user fields into one UserList field, then the formula would be

        ToUserList([User Field 1], [User Field 2], [User Field 3], etc   )

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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