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Formula to select user in multiple fields

  • January 9, 2019
  • 0 replies
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I have three user fields in my database.  Assigned to, transferred to or reassigned to.  In a report I would like to present the user with only one selection for user and it would pull records for that user if they are in any of the user fields.  Not sure how the formula should look.

Thanks in advanced.

    Are you simply looking for a report filter to only include records if the current user is the user in any of those 3 fields?

    Created a new formula user field.

    if ( [Assigned to]=User() OR  =User() OR [reassigned to]=User() ,User() ,null )

    Filter your report to show records where the user in this new field is the current user.
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    • CarolMcconnell
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    • January 9, 2019
    I want the user to be able to select one of the users.  These reports are ran by management so current user doesn't work.
    Are you looking to run a report and have the user answer as question as to which user they want and then return a report for just records where that user in in any of the three fields?
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    • CarolMcconnell
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    • January 10, 2019
    I got the field to working but it's not working in the report like I want.  I'm also getting numbers in the user drop down list.  So like place holders. The user field is the lookup field.


    1. Remove the line which has the ask the user question.

    2. Move that date close equal blank up so it�s not part of those indented groups.

    3. Delete the last 2 indented groups.

    For the remaining indented group, use

    ANY
    Assigned to To is equal to the value in the field user User
    Transferred to is equal to the value in the field user
    Reassigned To is equal to the value in the field user user .
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    • CarolMcconnell
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    • January 10, 2019
    Where will the person running the report be able to select which user that want to run the report for?
    The person will not "run the report".  The person will select a user in that 1 record select table, and the report results will be listed directly on that record as a report link field with report itself being display on the form.

    So whoever has access to that select user table will be able to see the results.

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    • CarolMcconnell
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    • January 10, 2019
    Oh.
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    • CarolMcconnell
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    • January 11, 2019
    Hum. I'm not sure this will work for me.  I would need to use this field in a few other reports also.  Any other suggestions or am I understanding this incorrectly?
    I suggest that you get working the way I suggested and then go on you your next question.  ie, don't give up just yet.

    If you like you can contact me directly for one on one assistance.

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