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Question

Creating user list or email list field

  • Jun 3, 2020 1:02 PM UTC
  • 0 replies
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I have parent table (customers) with a child table (Contacts).  Contacts contains a user field and an email field

I'm trying to combine all of the contact users into a single user list in the parent table (customers).  The purpose of this field is to use as an email distribution list for notifications

It doesnt appear you can do a summary on a group of user fields.   And I've tried doing a summary text field with the user fields converted to text...but then how would I change a text list into a user list in the parent table?

Alternatively I tried the same approach with the email address field in the contact table... converted to text and created a summary field up in the parent table.  But then I don't believe there is the concept of an 'email-list' field correct?

Is my only option to try and add to a user list field on the parent level via automation/pipeline each time a new contact is addded to the customer?

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Jennason Quick Base Admin
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This topic has been closed for replies.

MarkShnierYou
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There is often a need to summarize non-numeric data up to a parent level when the child level data is not taxed fields.

So the technique is to make a formula at the child level which converts that field to a tax field then use the combine text summary field to get that up to the parent record and then parse it apart on the parent record.

 so for example

on the child record 

ToText(Userid])

Then on the Parent record you can make a field to convert the Combined text summary field to text so you can see what it looks like.  It will be a semi colon delimited string - actually space semicolon space delimited. 

Then you will need a formula to turn that into a UserList field 

The formula would somethng like this

(not tested for syntax)

var text UserString = ToText(Combined text summary field]);
touserlist(
touser(trim(Part($UserString,1,";'))),
touser(trim(Part($UserString,2,";'))),
touser(trim(Part($UserString,3,";'))),
touser(trim(Part($UserString,4,";'))),
touser(trim(Part($UserString,5,";'))),
touser(trim(Part($UserString,6,";'))),
touser(trim(Part($UserString,7,";'))),
touser(trim(Part($UserString,8,";'))),
touser(trim(Part($UserString,9,";'))),
touser(trim(Part($UserString,10,";'))))








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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Hey @Jennason Quick Base Admin

Just to clarify the ultimate purpose of all this work: Is your goal to create a QB notification? Or a distribution list that would be exported and copy/pasted into an email address field?​

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Chelsea Carpenter
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