Formula to select user in multiple fields

  • 0
  • 1
  • Question
  • Updated 1 week ago
  • In Progress
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.
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb

Posted 2 weeks ago

  • 0
  • 1
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
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?

Photo of Forrest Parker

Forrest Parker

  • 750 Points 500 badge 2x thumb
Created a new formula user field.

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

Filter your report to show records where the user in this new field is the current user.
(Edited)
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
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.
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
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?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
When you assign users to records in those three fields, where does the drop down list come from.  Whatever that is, then this would be done the same way.
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
It's a user field, just like I have. I must have something set up incorrectly then.  The only option when I use that field in the report is User #1
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
I got it now.  I was using the wrong field in the report.  
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
Did you manage to get an acceptable Record Picker in the Select Record.
Did you manage to get that selected user across to your details table?
Did you then manage to get that selected user used in a report filter?
Did you put that report in the select form as the report link report?

How far did you get in the steps above?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
So it’s all working now??
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
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.


Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
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 .
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
Where will the person running the report be able to select which user that want to run the report for?
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
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.

Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
Oh.
Photo of cowannbell

cowannbell

  • 1,070 Points 1k badge 2x thumb
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?
(Edited)
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 57,468 Points 50k badge 2x thumb
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.

QuickBaseCoach.com