Forum Discussion

Qrew Cadet

3 years ago

Querying from many-to-many table to populate field value

I have a many-to-many relationship of employees to campaigns. Each employee can serve one of three roles within a campaign. In my scenario I will only ever have one employee serving each role. Tabl...

Relationships

MarkShnier__You
3 years ago
The combined text summary field only works on field types of text. Your employee name field is actually a user field.

So just make a text Formula Field called [Employee Name (text)] with the following formula

UserToName([Employee Name])

and summarize that field.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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MarkShnier__You

Qrew Legend

The many to many is fine as is.

You can make a Combined Text Summary field on the relationships between Campaigns and Assignments to get the name of the person(s) filtered by the role = "Strategist". If you don't like the "bubble" or "pill" appearance of that Strategist Name on the campaign record you can convert it to text
ToText([Combined Text Strategist])

Then duplicate that summary field and filter on on Role = Assistant, and then duplicate again for Role = "Setter"

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Mark Shnier (YQC)
mark.shnier@gmail.com
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JeremyLahners

Qrew Cadet

3 years ago

Hi Mark,

I've been trying to do that but keep getting the message "That summary function cannot be applied to this field...". I've tried with both the Related Employee field and the Employee Name field.

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Jeremy Lahners
LeadBaller
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MarkShnier__You
Qrew Legend
3 years ago
The combined text summary field only works on field types of text. Your employee name field is actually a user field.

So just make a text Formula Field called [Employee Name (text)] with the following formula

UserToName([Employee Name])

and summarize that field.

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------