Forum Discussion

Qrew Trainee

3 years ago

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Is there a way to achieve the following? I have records that require multiple approvals, let's call them Approval 1, Approval 2, Approval 3. There are several users who are able to complete ea...

MarkShnier__You

Qrew Legend

There is a function called UserRoles("ID") which returns a textlist (like a multiselect formula) of all the Roles which a user is in. When you use the parameter "ID" it will return the ID# of the Role, like 10 for example or 10 11 if the user was in two Roles.

So, I suggest that you make three formula checkbox fields like this

[User is in Approver 1 Role?]

Contains(ToText(UserRoles("ID")), "10")

You can get the ID# of the role by clicking on the role in the roles list and observing the URL.

Now that you have that set of three boolean fields, you can use them in your report filters.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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MichelleL

Qrew Trainee

2 years ago

Thank you! I will try that out - sounds (relatively) straightforward. I appreciate the help!

Another question:

I set up a dynamic form rule to change the overall approval status of a record to 'Approved' once all of the individual approvals are in place, i.e. when each approval field equals 'Approved'.

However, it's not working. I believe the problem is that I set each approval field to track who gave the approval, and the approval date, so that information is included in each approval field, along with the 'Approved' text selected via dropdown. But there doesn't appear to be an option to set the condition that each approval field *contains* the word "Approved". Is there a way around this?

(Thank you again!)

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Michelle L
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