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Automatically complete the Territory field, based on who the salesperson is. Based on the value in the user field Salesperson, display the correponding sales territory in the Territory field. Conditional (If - Then) If([Salesperson]=ToUser("baker@example.com"), "Western", "Eastern") Take the e-mail address baker@example.com and convert it to the user value connected with that e-mail account (you can use a user name instead of an e-mail address). If the value in the Salesperson field is that user, then display the word Western, otherwise, display the word Eastern. Text Tip: Form rules can also automatically populate fields based on other values.

Want to set this up for multiple salespeople and territories? Use the Case() function instead. Read how in the next section.
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Color rows based on who a user is You want to color code rows based on the user in the Assigned To field. Row Colorization If([Assigned To]=ToUser("baker@example.com"), "pink", "") Take the e-mail address baker@example.com and convert it to the user value connected with that e-mail account (you can use a user name instead of an e-mail address). If the value in the Assigned To field is that user, then color the row pink, otherwise, don't color it. none - view builder formula -Don't forget to enclose the e-mail address or user name in quotation marks.   More on this solution...
Set conditions across fields: If a user appears in any one of three fields show the record on a report Report needs to show records where the current user appears in any of three fields: Owner, Author or Reviewer Conditional (If - Then) 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
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When you bring additional fields into a conversion, Quick Base 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, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

Read more about converting a column into a table.

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