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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...
I need a formula that returns the reporting period month. Any date after the 18th of the month will return a reporting period of the following month   Dates If(Day([Date]) <= 18, Case((Month ([Date]))-1, 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"), Case(Month ([Date]), 1,"January",2,"February",3,"March",4,"April",5,"May",6,"June",7,"July",8,"August",9,"September",10,"October",11,"November",12,"December"))

If the day of the month entered into the [Date] Field is less than or equal to 18, then subtract one from the month of the date field and based on the month number return the matching name of month.

Else if the day of the month entered into the [date] field is greater than 18 then return the month of the [date field], and based on the month number return the matching month name.

Date     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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Setting a sales commission based on sale price Create a formula for the Sales Commission field that calculates commission based on sale price in the Total field Conditional (If - Then) If([Total]>=100 and [Total]<250, 25,
[Total]>=250 and [Total]<1000, 50,
[Total]>=1000, 100, 0)
If total is greater than or equal to 100 and less than 250, then display the value 25.
If total is greater than or equal to 250 and less than 1000, then display the value 50
If total is greater than or equal to 1000, then display 100

Otherwise (if none of the above conditions are met) display 0.
Numeric     More on this solution...
Display a value that depends upon the value in a percent complete field Show status "not started" "in process" or "completed" based on the value in the percent complete field. Conditional (If - Then) Case(true,
[percent complete]=0,"not started",
[percent complete]<1,"in process",
[percent complete]=1,"complete","")
If the value in the percent complete field is zero, the display the text "not started." If the value in the percent complete field is less than 100%, then display the text "in process." If the value in the percent complete field is 100%, display the text "complete" Text A numeric percentage field shows values in percent format, like 50%, 75% and so on. But their real value is the exact mathematical representation of percent, which is always a portion of the whole number, one. For example, 20% is really.2 and 3% is really the number .03.   More on this solution...
Create a view that contains records for the "current month" only   Conditional (If - Then) If(Month([Date])=Month(Today()), "Current Month","Not Current Month") If the month in the Date field is the same month as today, then display the text "Current Month" otherwise display the text "Not Current Month. Text Use this formula to create a view. You can feature the text field in the view to see which records say "Current Month." You can also use this custom formula field in the view's criteria. In other words, design the view so that you only see those records that occur in the Current Month. Read more about using custom columns in views here: https://www.quickbase.com/help/custom_column_in_view.html

See also: https://www.quickbase.com/db/6mztyxu8?a=dr&r=n8&rl=xgi
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create a conditional salutation that can contain one or two names depending on content If the First Name 2 field contains a name, then string it together with the value in the First Name 1 field to create a salutation. If not, then just show the name in First Name 1. For example "Mary & Joe" -Or if there's no text in First name 2, just "Mary" Text If([First Name2]="",[First Name 1], [First Name 1] & " & " & [First Name 2]) If First Name 2 is empty, then display the value in the First Name 1 field. Otherwise, display the value in the first name 1 field then display a space, an ampersand and a space followed by the value in the First Name 2 field. Text     More on this solution...
Calculate project duration if project is completed If [Status] is "Completed", figure the duration based on [End Date], but if the status is anything else, figure duration on today's date. Conditional (If - Then) IF(([Status]="Completed"),[End Date]-[Start Date],Today()- [Start Date]) If the value in the Status field is "Completed" then show the result of subtracting the Start Date from the End Date. Otherwise, show the result of subtracting the Start Date from today. Duration     More on this solution...
Show only records where any checkbox is turned on Formula to create a view that shows records where [checkbox 1] is turned on OR [checkbox 2] is on OR [checkbox 3] is on and so on Conditional (If - Then) If(([F1] or 
[F2] or
[F3])=true, true, 
false)
If F1 or F2 or F3 checkboxes are turned on (True), then this formula returns True (yes), otherwise it returns false (no). Checkbox You'd use this formula to create a "custom column" in the view builder. The custom column type is "checkbox." Then set the view's matching criteria to <custom column> = Yes. When you do so, your view shows only those records that meet the condition of the formula. For more on using formulas to create views and reports, please read: https://www.quickbase.com/help/custom_column_in_view.html   More on this solution...

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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:

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