Discussions

We have created an Employee database that I would like to access for several project user fields. I.E. Project Manager, Engineer should come from the Employee Database users. What is the best way to set this up?

You will want to create a new 'cross-app-relationship' for each of the specific responsibilities.

You might have have to make the relationship multiple times to fill all of the roles.

There are some advanced functions you can use with User fields to help with reporting, and you can make them fairly dynamic.

What features are you looking for?

Everyone in the Employee Database is a user, am wondering if I can create a cross relationship lookup through the email address rather than creating a relationship for every position

It is a very powerful technique to have a central table of users where you can pull in centralized employee "attributes" into other apps.

If you change the key field in your employees table to their email address, then you can make a field on the other apps which will calculate the current user's email address and then that field can be used as the "reference" field on the right side of a cross app relationship.


[Current user email address] formula would be 

UserToEmail(User())

The User() function returns the userid of the current user and then that gets converted to an email address.

Thanks so much, sound like that would work well