Forum Discussion

Qrew Trainee

5 years ago

Formula text for preferred approver

Hi All, I have this condition If purchase <= 2000 approver Diana If purchase > 2000 approver Rob With this condition, I can create formula text "Approver" with this If( [Purchase Price]...

Formulas and functions

MarkShnier__You
5 years ago
no problem,
Quick Base evaluates the IF statement conditions in the sequence as listed, so just deal with the more specific situations first.

IF(
[Specific type] = "Communications" and [Purchase Price] <= 2000, "Curley",
[Specific type] = "Trade" and [Purchase Price] <= 2000, "Larry",
[Specific type] = "Economics" and [Purchase Price] <= 2000, "Moe",

[Specific type] = "Communications" and [Purchase Price] > 2000, "Wilma",
[Specific type] = "Trade" and [Purchase Price] > 2000, "Fred",
[Specific type] = "Economics" and [Purchase Price] > 2000, "Barney",

[Purchase Price] <= 2000, "Diana",
[Purchase Price] > 2000, "Rob")

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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SyaefulBahri3

Qrew Trainee

Hi Don,

Your solution is really interesting. This is bringing a new question about how I should designing the table.

Since the approver is actually part of "Employee Table" and there is a table relation between Unit Table and "Employee Table" - Each Unit has many Employee. This should bring me to think a better idea for this case.

Another condition for the approver is whenever they're on leave we need to find a replacement for the approver. I'm thinking about creating "Movement" Table to track the employee leaves and create "Replacement Table" for the approver replacement

So this is the big picture based on the above situation for "Purchase Table"

Unit name: Lookup - Unit Name
Requested by: Lookup - Employee Name
Purchase price: Numeric Currency
Approver: Lookup - Approver
Approver Status: Lookup - Movement

Do you have solution for this condition Don?

Many thank

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Syaeful Bahri
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DonLarson

Qrew Elite

5 years ago

Syaeful,

This gets a bit more complicated since the User needs to change based upon some set of availability rules. Those rules I am sure can get very complicated based upon Movement, Total Work Load and a myriad of other factors. Here is potential architecture for you.

The Units table knows who the next Approver should be based upon the Available Status from the Employee Table.
The Purchase Table will know the Reference Field of those Employees when it is related to the Units Table.
Trigger an Automation to relate the Purchase Table to the Employees table so that the Approvers are now fixed.
- You also have a way to override that regardless of Available Status
The Units table will update who the Next Approver is because the Employees Available Status has changed.

Good luck with this. Elegant ways to assign projects and tasks can get complicated., particularly if commissions and performance reviews are impacted.

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Don Larson
Paasporter
Westlake OH
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SyaefulBahri3
Qrew Trainee
5 years ago
Thanks Don, really appreciated

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Syaeful Bahri
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