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Question

Get a field based on the current user

  • July 3, 2020
  • 0 replies
  • 216 views

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Hello,

I have a table called Team Members which is all of my users in the app.  The key field is the user field.  I use this to keep other fields related to each user and one of them is their Team Name (each individual in our company works on a Team/design studio)

We also have a few people that handle spillover if any team is too busy.  So they float between teams to assist with work.

I am trying to make a dashboard widget to show overdue tasks for a team lead so that they can see all overdue tasks on their team.  I am using Mark's method for the Current User is on a team = 1 flag, but that doesnt work in this case as I am trying to get the "task" if it is on a team.  Not a user.

So what I need in my report is basically the ability to say

If a task team name matches the current user team name show it on this report.

Ideas?

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Ivan Weiss
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MarkShnierYou
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  • Quickbase Alumni
  • July 3, 2020
:) just cooling off after a hot rollerblade, so back on line.
If you make a field called [Current User] on tasks, then you can make a relationship back to Team Members and lookup the current User Team Name  and then the filter the report where 

task team name matches the current user team name

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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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Can you tell me where you found "Mark's method for the Current User is on a team = 1 flag"  I am trying to do something similar

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Christine White
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