Forum Discussion

WendyShoef's avatar
WendyShoef
Qrew Cadet
7 years ago

Look up record in table associated to current user

Overview: User clicks on formula url button that updates 5 fields in the record (to trigger certain automations or actions) One of the fields needs to be updated with the value from a numeric field...
Formulas and functions
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
No problem

If the employee are all users, you can set the Key field of the EE table to be the userid and then make a relationship to the details table using a reference field on the right side of the relationship of the field I like to call [Current User] with a formula user formula of

User()

If not all employee have userid�s or for other reason you are unwilling to change the key field, then you can make a Sync table of selected fields from the EE table and set the Userid in text format ( it will sync across as text) to be the key field. Only bring across EEs with a userid.

Then make a reference field with theformula

ToText(User())

To make the relationship.
  • WendyShoef's avatar
    WendyShoef
    Qrew Cadet
    7 years ago
    When I try to connect the table, it only gives me options for tables in the first app that was created, not the app that I'm using. 
  • WendyShoef's avatar
    WendyShoef
    Qrew Cadet
    7 years ago
    FYI, it's not that we are unwilling to change the key field, it's just that there are employees that are not users of QuickBase.  And also, we need to be able to see the information of employees that are no longer with the company in our reporting. 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Right, hence the suggestion to only Sync across EEs who did have a userid.  There is a filter when you build the Sync Connected table.

    As for building the Connection, if the employee data is in a different app, you will need to make a new Quick Base Connection to get at that other App.  Note that these Connections are owned by a user, so its best practice to have them owned by a userid which is like an Admin userid that is not actually a person, but rather a userid owned by the IT department.
  • WendyShoef's avatar
    WendyShoef
    Qrew Cadet
    7 years ago
    Hmmm.... I think I'm going to have to do an overall on a lot of things. 
  • WendyShoef's avatar
    WendyShoef
    Qrew Cadet
    7 years ago
    They employee data is in the same app. The only options for the synced data was in App 1 (I'm working in App 10). 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Then you will need to create a new Connection.  Each Connection in Quick Base only connects to a single app.
  • WendyShoef's avatar
    WendyShoef
    Qrew Cadet
    7 years ago
    Ah, I see.