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Cross application User fields

  • 1.  Cross application User fields

    Posted 07-17-2017 00:26
    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?


  • 2.  RE: Cross application User fields

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    Contributor
    Posted 07-18-2017 03:28
    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?


  • 3.  RE: Cross application User fields

    Posted 07-18-2017 11:38
    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


  • 4.  RE: Cross application User fields

    Posted 07-18-2017 12:23
    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.


  • 5.  RE: Cross application User fields

    Posted 07-20-2017 13:42
    Thanks so much, sound like that would work well