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trevor_shand
trevor_shand
Helper ⭐️
August 13, 2024
Solved

Field Look Up to Another Field with No Rule

  • August 13, 2024
  • 3 replies
  • 84 views

On our user object, we have the user, user name, etc. and we also have that user’s manager which is a GSID (User ID). When building a scorecard widget I can go grab the CSM (User) but when I go to get the CSM manager, because it is one more level of drill down, I am only able to pull in the ID, it is not allowing me to go get the manager name. We have a CSM Manager field on the Company object and that is filled by a rule but it somehow consistently has issues. I would prefer to just have a lookup field. Is there a way we can create a new CSM Manager field on the company object, one that basically just looks up the manager based on the CSM without using a rule?  

Best answer by jason_metzler

So the field is a GSID field on the Company object, and it’s mapped to the User Id (GS), and is a lookup to the User:GSID? We’ve got the same for a handful of roles in our instance, and on the C360 they show up as the names, not GSID.

 

On the Scorecard Widget, you’ll need to actually grab the name from the lookup. The User lookup field will show the GSID. Once you have the new Manager lookup field, you’ll be able to drill down to the name from there.

 

 

Data Management
Fields on C360
Scorecard Mass Edit report

 

3 replies

jason_metzler
jason_metzler
Helper ⭐️⭐️
August 15, 2024

Unfortunately you can’t do a lookup calculated field like that, although that would be a nifty feature. You’ll have to create the field and populate it with a rule.

 

What issues are you having with the current manager field? 

trevor_shand
trevor_shandAuthor
Helper ⭐️
August 15, 2024

The only issue is the GSID showing in the manager field, not the name. Would it be possible to create a second field on the user object, one that showed the name but did so off the manager field GSID?

jason_metzler
jason_metzlerAnswer
Helper ⭐️⭐️
August 15, 2024

So the field is a GSID field on the Company object, and it’s mapped to the User Id (GS), and is a lookup to the User:GSID? We’ve got the same for a handful of roles in our instance, and on the C360 they show up as the names, not GSID.

 

On the Scorecard Widget, you’ll need to actually grab the name from the lookup. The User lookup field will show the GSID. Once you have the new Manager lookup field, you’ll be able to drill down to the name from there.

 

 

Data Management
Fields on C360
Scorecard Mass Edit report

 

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