Forum Discussion
MarkShnier__You
5 years agoQrew Legend
The easiest way is to create a formula list user field
ToUserList(User())
and use that in the filter
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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ToUserList(User())
and use that in the filter
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- ChristineWhite5 years agoQrew Assistant CaptainThank you, I am not familar with this formula. Can you show me the format? [Report(s) To] (this is a user list field
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Christine White
------------------------------- MarkShnier__You5 years agoQrew LegendYou would make a formula called [Current User in List user format] with the formula I provided.
then filter your report where
[Report(s) To] Includes the User in the field [Current User in List user format]
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- ChristineWhite5 years agoQrew Assistant CaptainThank you. As I was trying to create this formula, I noticed that QB does let you add the following filter to a report:
Report(s) To includes the user(s) <the current user>
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Christine White
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- MICHAELSARGENT5 years agoQrew CadetMark, that doesn't seem work. I have an existing List-User field with a list of project managers to whom an individual record may be assigned. I want to do the same thing as the other person, whereby I'm trying to have the report show a chart for only those projects assigned to the current user (current user = user selected in List-User field). The formula ToUserList(User([existing list-user field])) throws an error 'the field is not compatible with the parameter field type'. The report seemed to suggest i was able to display results for the current user in that field, but no results came back even though other conditions were met. Thoughts?
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Michael Sargent
------------------------------- MarkShnier__You5 years agoQrew LegendHi Michael,
The function User() returns the current user.
But Quick Base does not like comparing apples to oranges in a report filter and to Quick Base, a field of type List User cannot be compared with a field of type User in a report filter. So if the report does not natively offer up to company to "the current user", then a work around is to create a List User formula field which just has the current user in it, ie just 1 user ecven though it is a List User field type.
So to make that field we use
ToUserlist (User())
and call it like [Current User in List User format]
Then the report will be filtered where
[Project Managers] include the value in the field [Current User in List User format]
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- MichaelNaser2 years agoQrew TraineeHi Mark,When there is only a single entry, this works for me, but if there are multiple people, it can't detect the current user that is listed. Any idea why?
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Michael Naser
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