Look up owner of the current record in a users table

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I have two tables - People and Time. When a user creates a record in the Time table I want QuickBase to look up that user's team from the People table.

I have tried using the Record Owner field in the Time table to find the matching QBID field in the People table, but have so far failed.

Any suggestions?

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kpmcdona

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Posted 2 years ago

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Matthew Neil

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If your Key field in the "people" table is a "user" field, it will make this easy down the road.

If you don't have it already, create a relationship between the People table and the Time table.  Each Person has many time entries.

The "Related Person" is going to be the key field (i.e. The User field)
then on the time table you can change the reference field from a "User" field to a "Formula-User" field.  

Then just have the formula be [Record Owner],  this will automatically connect the time entry to the user/person that created the record.

There are a few other things to consider here when setting this up, so if you have more details I can help clarify and make any clarifications needed.