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  • 1.  Reference specific field of a record

    Posted 07-26-2017 21:04

    Setup

    Table 1 is an organization table.  The two primary fields in the table is the employee name and employee email address.  The table is related to itself so that employees report to employees who report to employees. 

    Table 2 is a project management table.  The organization table is linked to the project management table whereby the application owner uses the organization table employee name field as a drop down field. 

    When the table user selects an application owner (employee name) it will display the name of the manager and the name of the manager's manager.  Keeping in mind that every employee record has an email, what I'm trying to do is identify the email address associated with the name in the manager's manager field.  I can then use a ToUser formula to get the user value associated with the email address.  So, how do I write a formula to get the email address of the user in the manager's manager field?



  • 2.  RE: Reference specific field of a record

    Posted 07-28-2017 19:06
    I think you might approach this through first creating the appropriate lookup fields through your relationships to get the manager's manager's email address field available in the target employee's record, and then you won't need any formulas other than the final ToUser.