Forum Discussion

AnnettaColeman's avatar
AnnettaColeman
Qrew Cadet
2 years ago

Populating a Formula Multi-Text Field from Summary Fields

Use Case:   

  • I have a "Project" Parent Table with an associated "Intake Worklists" Child Table. The child table is populated with n number of Product Team Records (currently 7 Product Teams) via a pipeline.  Each Product Team goes to the child table to self identify if they are impacted by the Project and several other Product Team specific responses related to the Project.
  • I have summary fields in the table relationship that bring individual Product Team values back to the parent table to indicate each Product Team that is impacted.
  • I want to be able to populate a single Formula Multi-Select Field with the Product Teams that are impacted.

I have tested that the summary field for each Product Team is bringing back a value of "1" if the Product Team is impacted by the Project.   

I am struggling with the formula to populate the formula multi-select (text) field.   If and Case conditions do not seem suitable.   

Please help?



------------------------------
Annetta Coleman
------------------------------

2 Replies

Sort By
  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 years ago

    Try this as a formula multi select field type.  It will behave nicely when used as a Dynamic Filter. 

    Split(ToText([my combined text summary field])



    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------
    • AnnettaColeman's avatar
      AnnettaColeman
      Qrew Cadet
      2 years ago

      Hi Mark -
      Thanks!  Works nicely.  Our version of this ended up as follows:

      Split(List(" ; ",
      If([# Impacted? (BH)]>0,"Behavioral Health"),
      If([# Impacted? (Claims)]>0,"Claims"),
      If([# Impacted? (Clinical)]>0,"Clinical"),
      If([# Impacted? (Member)]>0,"Member"),
      If([# Impacted? (Pharmacy)]>0,"Pharmacy"),
      If([# Impacted? (Provider)]>0,"Provider"),
      If([# Impacted?  (Reporting)]>0,"Reporting")))



      ------------------------------
      Annetta Coleman
      ------------------------------