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Question

Formulas

  • November 17, 2019
  • 0 replies
  • 23 views
Hello,
Could anyone help me out to find the formula to display the Supervisor role employees alone in the Supervisor dropdown?
I have an employee table with Role field, So I need to filter out only the supervisor role employee name for Supervisor filed in the employee table
Thanks,
Lokesh M

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Lokesh Murali
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MarkShnierYou
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If you have a relationship where 1 Employee has Many records, then this is easy.

Just make a report of employees called Used on Records Form for Supervisors drop down and filter the report where the Role equals Supervisor.

Then go to your form and for the drop down field set the form to use that report.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier. Your Quickbase Coach
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  • DonLarson
  • Registered
  • November 17, 2019
Lokesh,

Does this describe your architecture?


If so and assuming that in your Roles table that a Supervisor is Record ID# 1

Create a Formula Text Field in the Tasks Table:

If ( [Related Role]=1, [Role Name], "No Supervisor" )

You set the the message in the If Statement to what ever is relevant to your business process.

If you have a different architecture, then you need to use the Look Up fields to get the relevant information to the Tasks Table so you can display it when there is Supervisor assigned the Task.






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Don Larson
Paasporter
Westlake OH
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