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Question

Look up record in table associated to current user

  • March 9, 2019
  • 0 replies
  • 166 views
Overview: User clicks on formula url button that updates 5 fields in the record (to trigger certain automations or actions)

One of the fields needs to be updated with the value from a numeric field from the corresponding user's employee record so that the value can be used in an automation. 

I've figured out how to save the current user in the update, but I can't figure out how to look up a value in a table that's related to the current user, not the current record/table. 

I've thought of a few options, but I'm stuck on how to implement them so I'm hoping someone can help me out with a solution.
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    No problem

    If the employee are all users, you can set the Key field of the EE table to be the userid and then make a relationship to the details table using a reference field on the right side of the relationship of the field I like to call [Current User] with a formula user formula of

    User()

    If not all employee have userid�s or for other reason you are unwilling to change the key field, then you can make a Sync table of selected fields from the EE table and set the Userid in text format ( it will sync across as text) to be the key field. Only bring across EEs with a userid.

    Then make a reference field with theformula

    ToText(User())

    To make the relationship.
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