Problem
Set conditions across fields: If a user appears in any one of three fields show the record on a report
Conditional (If - Then)
Report needs to show records where the current user appears in any of three fields: Owner, Author or Reviewer
Solution
Create a custom formula column (type checkbox) with the following formula:

[Owner]=User() or
[Author]=User() or
[Reviewer]=User()
If the
Owner field contains the value that is the current user or
Author field contains the value that is the current user or
Reviewer field contains the value that is the current user
then turn on the checkbox
Checkbox
Because the custom column is a checkbox type field, you don't need to use an If() function to set the condition. If the conditions listed are met, the value in the custom column is automatically Yes (in other words, the checkbox is turned on).

Once you create this formula for the custom column of your report, you must set the filtering section to take advantage of it. Select Custom Column is and then type in the word YES.

Read more about Custom Formula columns here: https://www.quickbase.com/help/custom_column_in_view.html
Show fields from Show fields from Show fields from a related table
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Description
Reports and Charts Panel
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Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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