HannahJacobson
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Joined 6 years ago
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Re: Get Record IDs from Report Link
If I'm understanding the basics of what you want to do, I wonder if you could get what you need by creating a couple combined text summary fields of the record id's of related records as well as a formula field? Record picker field Combined text summary of 'Record ID#s' Combined text summary of 'Children' Formula to compile Children & Grandchildren into a text list Record ID# Parent Record Children Grandchildren All children 1 4 2;3 2 1 3 1 4 1 2;3 1;2;3 You could likely do something similar using a single formula query, but you'd need to add criteria to the 'get records' portion of the formula - right now looks like it's just returning fid 178 for all records on that table where the value in fid 228 > 0. From what I'm reading it sounds like you would want to search the table for records that are related to the current record (aka children) and records related to those children (aka grandchildren). The page I find the most when building formula queries is here, I'd highly recommend it: https://www.quickbasejunkie.com/blog/formula-query-functions Hope some of that is helpful!33Views1like1CommentRe: Summary of a User Field
I'm guessing you figured this out since this was from so long ago, but in case anyone else runs into this thread I'll throw this out there: I haven't done this with a list of multiple users, but I have worked around this issue when creating a summary field that returns only one user - here is how I've done it: 1. On the child table, create a formula field that converts the user field you care about to text, e.g. ToText([User]) 2. Create the combined text summary field on that new text field 3. On the parent table, create a formula field that converts the summary field from a text list to text, then from text to user, e.g. ToUser(ToText([User Summary Field])) This method may be able to be tweaked to use for a user list, but I'm not sure exactly how it would differ in that case. ------------------------------ Hannah Jacobson ------------------------------35Views0likes2CommentsRe: Add to Users table with an Automation?
So we have an intake request that some people in a specific role fill out to request adding new members to the site. What I'd like to do is create automation to be kicked off when those requests come in that will: 1) invite the new user to the site, and 2) add a new record to an existing table, filling in information from the request form. I think I know how to do step 2, but can't do it until step 1 has happened so that the new user exists before the new record on another table is created (the existing table uses a User field that must be populated). ------------------------------ Hannah Jacobson ------------------------------46Views0likes3CommentsRe: Add to Users table with an Automation?
Just a bump here - does anyone have any wisdom to share about this? Can anyone confirm whether what I want to do is possible or I need to start thinking about other ways to add efficiency? ------------------------------ Hannah Jacobson ------------------------------84Views0likes5CommentsAdd to Users table with an Automation?
Hello all! I have done some training in QB but am just getting started in an actual app and have a noob question: Is it possible to add someone to the Users table as an Automation action? (aka Share the app with new user and assign them a particular role) I'm looking to automate a fairly straightforward process of receiving a new user request, adding new users to the app, assigning them the proper role, and then adding them to another table and filling in some information from the request form. The part I'm not seeing an easy way to do (yet?) is the adding new user to app & assigning role part. Any help on this topic would be appreciated! Thanks :) ------------------------------ Hannah Jacobson ------------------------------