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Consolidate Field Types

  • December 6, 2024
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Hello, 

Is it possible to consolidate several Text - Multiple Choice field types into 1 field for a report? I believe I would have to create a new field and a text-formula as well. My working theory is below:

[Scope 1 Manufacturer] and [Scope 2 Manufacturer] and [Scope 3 Manufacturer] and [Scope 4 Manufacturer] ="Company A"

We have over 100+ customers, so creating 100 field types for each customer seems to be ineffective option. Thanks! I appreciate this community's help. 

 

Best answer by DonLarson

Joshua,

You said that you needed to pull data of the manufacturer and the scope.   Your formula or the List function that MarkShnier__You  posted can string together the names of the manufacturers.   To get a lot of information I suggest you build the app a little different.

 A Table of manufacturers gives you one source of truth.  You do not have to have Dell in four separate list and maintain them.   You also can keep adding info about the manufacturer and expanding what the Bids know through the relationship.

The formula you posted does not have any conditionals in it.  Are you looking to evaluate who the manufacture is to show something?  For example:  

If ( [Related Scope One Name]="Dell", "A value for the report",  "A different value for the report) 

 

MarkShnierYou
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Sorry, I would like to help, but I don't think we are understanding your question. Can you explain in words the business use case for what you're trying to do with some examples. Then we can probably help. 


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  • December 6, 2024

As for an example. I included a screenshot of a formula. If this caused more confusion, please let me know. 


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  • Answer
  • December 9, 2024

Joshua,

You said that you needed to pull data of the manufacturer and the scope.   Your formula or the List function that MarkShnier__You  posted can string together the names of the manufacturers.   To get a lot of information I suggest you build the app a little different.

 A Table of manufacturers gives you one source of truth.  You do not have to have Dell in four separate list and maintain them.   You also can keep adding info about the manufacturer and expanding what the Bids know through the relationship.

The formula you posted does not have any conditionals in it.  Are you looking to evaluate who the manufacture is to show something?  For example:  

If ( [Related Scope One Name]="Dell", "A value for the report",  "A different value for the report) 

 


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  • Registered
  • December 27, 2024

Joshua,

If you just want to string together the names of the manufacturers, then Mark's solution would give you a column of names.

A list of the names can be done like this:

[Manufacturer 1] & " " & [Manufacturer 2]

This will give you a row with a space between the names.


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  • January 15, 2025

Joshua,

Good to hear that you have got it working.