Create a Formula Text Field that converts job titles to competencies

Question

I have an existing text field [Current Job Title] that has over 50 different types of Job Titles.

To better bucket employees I would like to create a Text Formula Field [Competency] that based on the job title selected, the Competency would automatically be selected for that employee.

For example:

If an employee has one of these job titles I would like the [Competency] field to automatically say "Configuration Management"

CM Specialist (Junior)
CM Specialist (Mid)
CM Specialist (Mid)/DPM
CM Specialist (Senior)

If an employee has one of these job titles I would like the [Competency] field to automatically say "Cyber Security"

Cyber Security Engineer (Junior)
Cyber Security Engineer (Mid)
Cyber Security Engineer (Senior)
Cybersecurity Analyst
Cybersecurity Engineer (Senior)
Cybersecurity Policy Consultant (Senior)

And so on and so on. I'll probably have around 10 competencies total

Any help would be greatly appreciated.

JIMLIEDER1 · Answer

You can use the Case formula. Create a new formula Text field named [Competency] with a formula like this:

Case([Current Job Title],
"CM Specialist (Junior)","Configuration Management",
"CM Specialist (Mid)", "Configuration Management",
"Cyber Security Engineer (Junior)", "Cyber Security",
"Other", null)

More info: https://login.quickbase.com/db/6ewwzuuj?a=dr&r=ei&rl=9fk

Sign up

Login to the community