Forum Discussion

Lightning0114's avatar
Lightning0114
Qrew Cadet
6 years ago

Re: Formula text field to return ID of a user

Thank you. 
 
Still, it returns the ID of the agent instead of the agent's supervisor in that specific record.

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Ma. Isabel Gumanid
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4 Replies

  • EverettPatterso's avatar
    EverettPatterso
    Qrew Captain
    6 years ago
    Then just change the ID field to be the Supervisor ID

    ToText([Supervisor ID]) & " of " & ToText([Supervisor])​​


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    Everett Patterson
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    • Lightning0114's avatar
      Lightning0114
      Qrew Cadet
      6 years ago
      Thanks for getting back to this.

      We don't have "Supervisor ID" field as we only have the "ID" field which is the ID of everyone regardless of their position. So, for each record, we have the agent's full name and the ID would reflect that of the agent's. In that same record, the agent has the Supervisor name and I wanna add a formula field "Supervisor ID" beside Supervisor that should show the ID of the Supervisor. Is that possible?

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      Ma. Isabel Gumanid
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      • AustinK's avatar
        AustinK
        Qrew Commander
        6 years ago
        People are getting confused from your first post and they think you just need help with a text formula.

        What you actually need is help creating the basic relationship needed to even have that field to begin with. I don't know if there is a better way to do this but you should be able to create a relationship that is basically from the table back onto itself. so kind of like Employee -< Employee and use the Supervisor field as the reference for this. Then once that is done do a lookup in that relationship to the Employee User field. The lookup field should end up being something like Supervisor - Employee User, depending on your field names of course. That field should be the supervisor of your related employee, assuming it is set in the record properly. These may end up being numeric or user fields depending how it is currently setup. Hopefully this makes sense and if there's a better way I'm sure someone will chime in. I just know this works.