ContributionsMost RecentMost LikesSolutionsRe: User Summary Field 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? ------------------------------ MICHAEL SARGENT ------------------------------ 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? ------------------------------ MICHAEL SARGENT ------------------------------ Re: Compare record owner (as user list field) to text field How do you write it in such a way that you compare the SME field, converted into a user list, to the record owner without including the record owner as part of the userlist field? ------------------------------ MICHAEL SARGENT ------------------------------ Re: Compare record owner (as user list field) to text field Morning Katlyn, I was trying the formula today and i'm running into an issue. The formula wouldn't run as written, as it was expecting user but found text. We then substituted ToText with ToUser and the formula was accepted, but now every record is checked, even if the SME does not match the Record Owner. What data could i provide that might help with this? ------------------------------ MICHAEL SARGENT ------------------------------ Re: Compare record owner (as user list field) to text field Katlyn, what's the output of this formula? Is this a boolean (1,0), or would it display the record owner if true and nothing if false? As such, in what type of formula field (e.g. formula user?) would you place this formula? ------------------------------ MICHAEL SARGENT ------------------------------ Re: Compare record owner (as user list field) to text field Kaitlyn, Thank you for your reply. The first problem i have is how do i extrapolate the data so i can append the email suffix? When i pull the data over from another table, the SME field will look something like this. michael sargent (ms1234), jason vorhees (jv2345). So, i need to split the value, then isolate the information in parenthesis, and then append it with the email suffix. Only then would i be able to create the user list field. Any idea how to write the script so it does that? Or, since the table that has this concatenation of different names is sourced from an excel file, do i need to do more work up front so it's cleaner in Quickbase? ------------------------------ MICHAEL SARGENT ------------------------------ Compare record owner (as user list field) to text field Okay, this might be a bit complex, so let me lay out the issue. I have a text field called SME that is in the format of some guy (sg1234), another guy (ag2345). First, I need to create a user list field from that SME text field. I figure it's grabbing that sg1234 and appending the email suffix of @somecompany.com. Next, i want to see if the record owner for the record is in that user list field. I know I'd have to make the record owner (user) field into a user list field. How would i accomplish the converting of the text field into a user list field? ------------------------------ MICHAEL SARGENT ------------------------------ Initialize Python Script using Quickbase Pipeline We recently created an API where it gets Quickbase records, performs an IRR calculation using a python script, and writes the IRR calculation back to the Quickbase records. The problem with this is that we have to run this against all Quickbase records in our table. Ideally, we'd want a pipeline to trigger the API on that record alone, as to avoid incurring cost through a Databricks contract for having run the API daily against all records. The issue we're running into is that the [Python] notebook runs behind our firewall so Quickbase can't run the pipeline successfully. Anyone gotten this to work on internal VPNs? Or, is there a different option to calculate IRR on a singular Quickbase record through a pipeline? ------------------------------ MICHAEL SARGENT ------------------------------ Re: Formula - Text Field IssueThe formula was actually working perfectly. The gate 2 field was supposed to have a default value. However, we never edited records predating when we changed the field to have a default value. So, many records had nothing in the gate 2 field. And since gate 2 <> "Not Yet Reviewed (Gate 2)", it passed no value to the formula field. Once i figured out the mistake and edited the records to have the default value, et. voila, everything worked. Thank you! ------------------------------ MICHAEL SARGENT ------------------------------ Formula - Text Field IssueFormula - Text Code: If( Trim([Gate 5 - Results Readout - Governance Status])<>"",[Gate 5 - Results Readout - Governance Status], Trim([Gov Status Summary Gate 4])<>"Pending","Gate 4 Approved", Trim([Gate 3 - Final Business Case Approval - Governance Status])<>"",[Gate 3 - Final Business Case Approval - Governance Status], Trim([Gate 2 - Customer / Frontline - Governance Status])<>"Not Yet Reviewed (Gate 2)",[Gate 2 - Customer / Frontline - Governance Status], Trim([Gate 1 - Size Dev Impacts - Governance Status])<>"Submitted/Not Yet Review (Gate 1)",[Gate 1 - Size Dev Impacts - Governance Status], Trim([Gate 0 - Approval to Begin - Governance Status])<>"",[Gate 0 - Approval to Begin - Governance Status],"Submitted, Not Yet Reviewed (Gate 0)") Issue: Returning nothing. I figured at minimum it should return the last text of "Submitted, Not Yet Reviewed (Gate 0)". But, it's not. The fields in brackets are multiple choice fields. What am I doing wrong? ------------------------------ MICHAEL SARGENT ------------------------------