Populating User Fields for workflow
I am trying to populate a work flow for my company based on two fields that will be filled out. Once the previous department completes their work i will have two fields populated. Product Line and Typ...
Forum Discussion
If I understand you correctly, you would want 4 separate Formula User fields for the 4 Stages.
So create 4 Formula User fields, and call them [Stage 1 - Assigned User], [Stage 2 - Assigned User], [Stage 3 - Assigned User], [Stage 4 - Assigned User] - or whatever your naming convention is.
For the formulas - you can do something like this: (let's say this is for Stage 1)
If (
[Product Line] = "A" and [Type] = "X", ToUser("john@company.com"),
[Product Line] = "B" and [Type] = "Y", ToUser("mary@company.com"),
[Product Line] = "C" and [Type] = "Y", ToUser("bob@company.com"),
ToUser("john@company.com")
)
Here - you're specifying the conditions for [Product Line] and [Type], and then outputting the correct user (based on their email for their Quick Base account).
The last line is the default user for this Stage, if the previous conditions and assignments are not fulfilled.
Then repeat this for the other Stages.
------------------------------
Xavier Fan
Quick Base Solution Provider
http://xavierfanconsulting.com/
------------------------------
So create 4 Formula User fields, and call them [Stage 1 - Assigned User], [Stage 2 - Assigned User], [Stage 3 - Assigned User], [Stage 4 - Assigned User] - or whatever your naming convention is.
For the formulas - you can do something like this: (let's say this is for Stage 1)
If (
[Product Line] = "A" and [Type] = "X", ToUser("john@company.com"),
[Product Line] = "B" and [Type] = "Y", ToUser("mary@company.com"),
[Product Line] = "C" and [Type] = "Y", ToUser("bob@company.com"),
ToUser("john@company.com")
)
Here - you're specifying the conditions for [Product Line] and [Type], and then outputting the correct user (based on their email for their Quick Base account).
The last line is the default user for this Stage, if the previous conditions and assignments are not fulfilled.
Then repeat this for the other Stages.
------------------------------
Xavier Fan
Quick Base Solution Provider
http://xavierfanconsulting.com/
------------------------------
