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vikaspasula's avatar
vikaspasula
Qrew Member
2 hours ago

Need help building a Formula–Text field

I’m working in Quickbase and need help building a Formula–Text field based on selections in a Multi-Select Text field.

Requirement

The formula should return one of three designations based on a strict priority:

  1. Tier 1 — highest priority
  2. Tier 2 — medium priority
  3. Tier 3 — lowest priority

When selections from multiple tiers are present, the formula must return the highest-priority tier.

Current setup:
The source field is a Multi-Select Text field(20 options). I created a helper Formula–Text field using:

Lower(ToText([Multi-Select Field]))

The helper field correctly displays the selected options as semicolon-separated text.

However, formulas using the following methods do not consistently recognize all selected values:

Contains, Find,  Trim,  RegexMatch

Even a basic test such as this returns the false result, although the helper field visibly contains the phrase:

var text Criteria = Lower(ToText([Multi-Select Field])); If( Contains($Criteria, "example selection"), "MATCHED", "NOT MATCHED" )

I also tried:

  • Adding semicolon boundaries
  • Accounting for spaces around semicolons
  • Matching first, middle, and last list values
  • Removing punctuation from the configured option
  • Recreating the option manually
  • Using Find() instead of Contains()
  • Comparing the converted value directly
  • Using a formula query with the Multi-Select field ID and a HAS operator

The formula-query attempt returned blank.

Constraints

  • I need a formula-field-only solution
  • I do not want to use Quickbase Pipelines
  • I do not want to replace the Multi-Select field with many individual checkbox fields
  • Exact selection matching is preferred to avoid accidental partial matches
  • The solution must work when one or multiple choices are selected
  • The priority order must be preserved

What is the correct supported Quickbase formula syntax for determining whether a specific option is selected in a Multi-Select Text field? Is there a native list-membership function or formula-query method that works reliably for the current record?

 

3 Replies

  • IF(

    Contains([My Semi field], "tier 1"), "Tier 1",

    Contains([My Semi field], "tier 2"), "Tier 2",

    Contains([My Semi field], "tier 3"), "Tier 3")

     

  • Hey Mark! 

    Sure. Here is a generic copy/paste example of the semicolon-delimited result:

    option from tier 3 ; option from tier 2 ; option from tier 1

    Expected result:

    Tier 1

    The required priority is:

    Tier 1 Tier 2 Tier 3

    So when selections from multiple tiers are present, the formula should return the highest-priority matching tier.

    A simpler example:

    option from tier 2 ; option from tier 1

    Expected result:

    Tier 1

     

  • There should be a very easy formula. Can you post a copy paste example of the semi colon delimited field's result from an example record, and the result you would like?

    If you do a copy paste as opposed to a screenshot, then I can actually test the formula myself.