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Need a solution on table to table relationships

  • 1.  Need a solution on table to table relationships

    Posted 13 days ago
    Hi,

    I am having a problem with my App. So I have two tables, one called "leases", the other called "daily reports".
    "leases" is a table of each individual lease signed including info like property, date of move-in, and date of move-out; "daily report" will be used by property managers to submit a daily operation report.
    What I want to achieve is whenever a property manager select a property and date in "daily report", the QB could filter and summarize the data in "leases" and show the occupancy of that very date in "daily report"
    I know I can make it happen by simply make a summary report but I want to make the result appear in one of the "daily report" fields, so when the property manager submits a report, he/she could check the result.
    I tried table to table relationship but it seems this is not a one to many relationship, because one daily report could include many leases based on the date and property, and one lease could be used on many reports.

    Please let me know if anyone can help me out, many thanks!

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    Silver
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  • 2.  RE: Need a solution on table to table relationships

    Posted 13 days ago
    I suggest that you first get the Property Record to calculate the current occupancy %.  Then on the daily report for that Property, lookup that value and then use a snapshot field to freeze its value.  Here is some help on snapshot fields 

    https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Need a solution on table to table relationships

    Posted 13 days ago
    Your application structure will need to be a little more complex to achieve this. Instead of just Leases and Daily Reports, you'll have to have another table that is a child to both of these - possibly a Lease Reports table or something. This is the table that you would use to capture the Lease information as of that date - using Snapshot fields, probably. 

    If you're comfortable with Automations, you could setup something to automatically generate these records each day, so that the Property Managers would just need to complete any additional information that might be necessary.

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    Blake Harrison - DataBlender.io
    Quick Base Solution Provider
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  • 4.  RE: Need a solution on table to table relationships

    Posted 13 days ago
    Further to Blake's post above, I was assuming that you actually have at least 3 tables in your app including Properties and that there a Relationship where 1 Property has many Leases.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Need a solution on table to table relationships

    Posted 13 days ago
    Hi Mark,

    Thank you for your link! You're right, I have a third table which concludes the leasing data by properties, and that table is the parent of "leases". 

    I will try if I can get what I want using the snapshot field. Thanks again

    Best,

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    Silver Shi
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  • 6.  RE: Need a solution on table to table relationships

    Posted 13 days ago
    Hi Blake,

    Automating that report is a very helpful idea, I will definitely try it out, thank you!

    Best,

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    Silver Shi
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