EvanWestbrook
5 years agoQrew Cadet
Re: Recommendation on best way to create hierarchy between client contacts
Ivan,
Thanks for the clarification. I'm going to assume your client list table is called "Clients."
I think an additional table to track hierarchies is still the direction you want to go (maybe a separate table for each hierarchy step if it's going to remain fairly static.) If you relate Clients to Clients, you'll have to add a new table relationship for each additional field (not fun.) Having Parent records automatically know their Children or Grandchildren could get tricky, but once you figure that out, it will be simpler to manage.
From there, you can set up report links to display the information your form. Lookup fields counting the total # of Child records for each hierarchy step can then feed form rules to display different aspects of the Client form.
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Evan Westbrook
PRIME Developer
Harder Mechanical Contractors Inc.
Portland OR
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Thanks for the clarification. I'm going to assume your client list table is called "Clients."
I think an additional table to track hierarchies is still the direction you want to go (maybe a separate table for each hierarchy step if it's going to remain fairly static.) If you relate Clients to Clients, you'll have to add a new table relationship for each additional field (not fun.) Having Parent records automatically know their Children or Grandchildren could get tricky, but once you figure that out, it will be simpler to manage.
From there, you can set up report links to display the information your form. Lookup fields counting the total # of Child records for each hierarchy step can then feed form rules to display different aspects of the Client form.
------------------------------
Evan Westbrook
PRIME Developer
Harder Mechanical Contractors Inc.
Portland OR
------------------------------