Forum Discussion

MICHAELSARGENT's avatar
MICHAELSARGENT
Qrew Cadet
4 months ago

User Summary Field

I have an application in which there is an intake (Parent) table which can then be assigned to different users across multiple (Child) workflow tables.  Since there is a user assignment for each child record, how can i possibly summarize the users across the multiple child records and display it on the parent record?



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MICHAEL SARGENT
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3 Replies

  • np,

    If you make a field on the child table called [User in text format] with a formula of

    ToText([myUser Field])

    You can make a combined text summary field on the text field to roll up those words to the Parent.

    Then you can covert those back to being a formula List User field field type on the Parent which can be good for say Notifications to all the "Project Team members".

    var text value = ToText([Combined Text User in text format]);


    ToUserList(
    ToUser(Trim(Part($value,1,";"))),
    ToUser(Trim(Part($value,2,";"))),
    ToUser(Trim(Part($value,3,";"))),
    ToUser(Trim(Part($value,4,";"))),
    ToUser(Trim(Part($value,5,";"))),
    ToUser(Trim(Part($value,6,";"))),
    ToUser(Trim(Part($value,7,";"))),
    ToUser(Trim(Part($value,8,";"))),
    ToUser(Trim(Part($value,9,";"))),
    ToUser(Trim(Part($value,10,";"))),
    ToUser(Trim(Part($value,11,";"))),
    ToUser(Trim(Part($value,12,";"))),
    ToUser(Trim(Part($value,13,";"))),
    ToUser(Trim(Part($value,14,";"))),
    ToUser(Trim(Part($value,15,";"))),
    ToUser(Trim(Part($value,16,";"))),
    ToUser(Trim(Part($value,17,";"))),
    ToUser(Trim(Part($value,18,";"))),
    ToUser(Trim(Part($value,19,";"))),
    ToUser(Trim(Part($value,20,";"))))

    If you then wanted to have a dynamic filter on the parent table to filter from a drop-down of individual project team members then you could use this formula multi select field  

    Field type Formula Multi Select Text

    Split(ToText([Combined Text User in text format])

    He wanted to have a nice vertical list of the project team members up on the parent table I think this would work as a formula text field.  

    var text value = ToText([Combined Text User in text format]);


    List("\n",
    UserToName(ToUser(Trim(Part($value,1,";")))),
    UserToName(ToUser(Trim(Part($value,2,";")))),
    UserToName(ToUser(Trim(Part($value,3,";")))),
    etc

    UserToName(ToUser(Trim(Part($value,20,";")))))



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • MICHAELSARGENT's avatar
      MICHAELSARGENT
      Qrew Cadet

      Mark, thank you.  Since I have 4 child tables related to the parent, and each of those child tables have a list-user field, i assume I would replication this process for each child table.  I did that and now I have 4 summary fields on the parent table.  Would I combine those summary fields using a list function in a rich text field?  And would your code then work on the combined list?



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      MICHAEL SARGENT
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        I think this will work.  

        var text value = List(" ; ",

        ToText([Combined Text User in text format 1 ]),

        ToText([Combined Text User in text format 2]),

        ToText([Combined Text User in text format 3]),

        ToText([Combined Text User in text format] 4));


        ToUserList(
        ToUser(Trim(Part($value,1,";"))),
        ToUser(Trim(Part($value,2,";"))),
        ToUser(Trim(Part($value,3,";"))),
        ToUser(Trim(Part($value,4,";"))),
        ToUser(Trim(Part($value,5,";"))),
        ToUser(Trim(Part($value,6,";"))),
        ToUser(Trim(Part($value,7,";"))),
        ToUser(Trim(Part($value,8,";"))),
        ToUser(Trim(Part($value,9,";"))),
        ToUser(Trim(Part($value,10,";"))),
        ToUser(Trim(Part($value,11,";"))),
        ToUser(Trim(Part($value,12,";"))),
        ToUser(Trim(Part($value,13,";"))),
        ToUser(Trim(Part($value,14,";"))),
        ToUser(Trim(Part($value,15,";"))),
        ToUser(Trim(Part($value,16,";"))),
        ToUser(Trim(Part($value,17,";"))),
        ToUser(Trim(Part($value,18,";"))),
        ToUser(Trim(Part($value,19,";"))),
        ToUser(Trim(Part($value,20,";"))))



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