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How to display the names of multiple users from a lookup field in a text field

This article outlines how users can automatically populate a text field with the names of users selected in a multi-user lookup field. The goal is to present a readable, comma-separated list of user names based on the record chosen in the lookup.

  1. An end-user opens a new record or edits an existing one in the primary form.
  2. The user selects an item from the lookup field.
  3. The system automatically triggers a formula with the target text field.
  4. The formula accesses the selected lookup record's multi-user field (lookupfield.users).
  5. The formula counts the number of selected users, retrieves each user's name, and concatenates the user names into a single string separated by a comma.
  6. The resulting comma-separated string is displayed in the target text field.

A formula-based approach to achieve the goal:

Basic implementation (For one to two users)

This solution uses nested if statements to handle cases where one or two users are selected in the lookup field.

Formula

if(lookupfield.users.length() = 1, concatenate(lookupfield.users.get(1).Name), if(lookupfield.users.length() = 2, concatenate(lookupfield.users.get(1).Name, ",", lookupfield.users.get(2).Name), ""))

How it works

  • if(lookupfield.users.length() = 1, ...): Checks if there is exactly one user. If true, it returns that user's name.
  • if(lookupfield.users.length() = 2, ...): If the first condition is false, it checks if there are two users. If true, it joins the first and second user's names with a comma.
  • "": If both conditions are false (that is, zero or more than two users), it returns an empty string.

Limitations and considerations

  • Scalability: The provided formula will not display any names if three or more users are selected. Extend the nested if statements for more users.
  • Alternative formats: To get emails instead of names, you would replace. Name with .Email.