Forum Discussion

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

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.

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.