Discussions

Expand all | Collapse all

Best Structure for Meeting and Minutes

  • 1.  Best Structure for Meeting and Minutes

    Silver
    Contributor
    Posted 09-07-2017 03:54
    I have a Projects table and I would like to record minutes of meeting in relation to each project as well as allied actions.  What is the best structure to deal with it: 

    Projects  1TM Meetings

    Meetings 1TM Items (minutes) 

    I am stuck here how to deal with Action Items whether I need to link these to the meeting and if so how can this also be linked to the right project.    

    My preferred solution is that user adds a new meeting with meeting dates etc and then selects the right project  followed by action  against each project.

    Will appreciate some insight.  


  • 2.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-07-2017 04:02
    I'd recommend having the Action Items = Minutes.

    Basically in your meeting, you will click a button to add a minute, and some of the minutes might have some action to be completed, and assigned to somebody.  Others will not.

    That way you can have the notes and items in once level, and reports and follow-up will be much easier.


  • 3.  RE: Best Structure for Meeting and Minutes

    Silver
    Contributor
    Posted 09-07-2017 04:14
    Thanks Matt.  How do I identify action items to the right project?  Would this have an indirect relationship? 


  • 4.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-07-2017 16:42
    You can do it indirectly, or with a direct connection.  I'd recommend direct.  

    You will want to modify the button to "Add Notes" to also write the value for the related project, not just the related meeting.  Saves time and dropdowns when you are in a fast paced meeting.


  • 5.  RE: Best Structure for Meeting and Minutes

    Silver
    Contributor
    Posted 09-07-2017 21:42
    Thanks and that change to Add Button will be addition to the script therein? Could you give me an example? 


  • 6.  RE: Best Structure for Meeting and Minutes

    Posted 09-07-2017 22:03
    Arshad,

    What Matthew means is that you also need to populate the field for say [Related Initiative]

    In this button below from your app, the Action is now connected to both a Minute and an Initiative by two relationships.  So the Add Action button needs to populate both field IDs 11 and 13.

    Like this
    URLRoot() & "db/" & [_DBID_ACTIONS] & "?a=API_GenAddRecordForm&_fid_11=" & URLEncode ([Record ID#])
    & "&_fid_13=" & [Related Initiatives]

    & "&z=" & Rurl()


  • 7.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-07-2017 22:11
    Sorry for the off topic comment but I noticed you are using the infamous Rurl() function that isn't documented among the other formula functions. So I created this application with one formula text field and set the formula to Rurl().

    Rurl()
    https://haversineconsulting.quickbase.com/db/bm3rgckkd?a=q&qid=1

    Every time you edit or view a record or report it changes it value! What's up with that?


  • 8.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-11-2017 03:27
    Tracking people on the links you add now eh?  very nice.  ( I clicked it)


  • 9.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-11-2017 03:31
    Not at all. You will note the field resets itself every now and then. Rurl() is the mystery formula as it is undocumented.


  • 10.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-11-2017 03:38
    Is this tracking from the community now?

    &_ga=2.136254644.463809833.1505098337-1257757333.1504802482

    (this is from the copied link address above)


  • 11.  RE: Best Structure for Meeting and Minutes

    Top
    Contributor
    Posted 09-11-2017 03:42
    Off hand that looks like a google analytics thingy. I think they are tracking you!