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JeremyLahners's avatar
JeremyLahners
Qrew Cadet
3 years ago
Solved

Querying from many-to-many table to populate field value

I have a many-to-many relationship of employees to campaigns.  Each employee can serve one of three roles within a campaign.  In my scenario I will only ever have one employee serving each role.  Tabl...
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  • MarkShnier__You's avatar
    MarkShnier__You
    3 years ago
    The combined text summary field only works on field types of text.  Your employee name field is actually a user field.

    So just make a text Formula Field called [Employee Name (text)] with the following formula

    UserToName([Employee Name])

    and  summarize that field.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
The many to many is fine as is.

You can make a Combined Text Summary field on the relationships between Campaigns and Assignments to get the name of the person(s) filtered by the role = "Strategist".   If you don't like the "bubble" or "pill" appearance of that Strategist Name on the campaign record you can convert it to text 
ToText([Combined Text Strategist])

Then duplicate that summary field and filter on on Role = Assistant, and then duplicate again for Role = "Setter"

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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • JeremyLahners's avatar
    JeremyLahners
    Qrew Cadet
    3 years ago
    Hi Mark,

    I've been trying to do that but keep getting the message "That summary function cannot be applied to this field...".  I've tried with both the Related Employee field and the Employee Name field.




    ------------------------------
    Jeremy Lahners
    LeadBaller
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 years ago
      The combined text summary field only works on field types of text.  Your employee name field is actually a user field.

      So just make a text Formula Field called [Employee Name (text)] with the following formula

      UserToName([Employee Name])

      and  summarize that field.

      ------------------------------
      Mark Shnier (YQC)
      mark.shnier@gmail.com
      ------------------------------