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Single record report

  • 1.  Single record report

    Posted 14 days ago
    I want to build a new report that will only show 1 record (at a time).
    This report will be made up of tasks.
    Each task will not be assigned to a user, yet.
    When the task is the *next one - that is NOT assigned to a user - the task will appear, alone, on the report.  
    Once the task is assigned to a user - the *next task will then appear alone on the report - and so on...

    I'm assuming we can go off of the creation date of all the tasks to pick the next one in the list
    or
    maybe the smallest recordid could be the key to pulling 1 task at a time onto this report

    The tasks are in a "Processing Task" table.
    After I figure out the single record on a report - we will need an "Assign Me" button for the current user to click and add themselves to the task's Assigned To field.
    The idea is to allow users to pick a task and assign themselves to it.
    We only want 1 task to appear at a time - so they cannot browse a list of tasks to do, and only take the low hanging fruit or high value (there are points associated with doing each task) - rather than just take what is the next task and keep the overall project (job) moving.


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    Ken Loder
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  • 2.  RE: Single record report

    Posted 14 days ago
    Ya, I've heard of this one before.  The "no cherry picking" situation.

    Make a a new table called Focus Task.  Add 1 record to that table and then prevent any, including Admin to add more records.
    Make a relationship back to Tasks based on a reference field in tasks which you will set up called

    [Link to Focus Task (=1)]  

    it will be a formula numeric with a formula of 
    1


    Then make a summary of the minimum [Record ID#] of tasks subject to the filer that the task is unassigned. Call the field
    [Record ID# of Next Unassigned task]

    Then look that up down to Tasks.

    Lastly put a filter on a report where

    [Record ID#] equals the value in the field [Record ID# of Next Unassigned task]

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Single record report

    Posted 13 days ago
    Thx Mark.
    In the new Focus Task table, you stated that I must create a solo record.
    Can you elaborate on the field type and content that I'm going to create?

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    Ken LoderTesting
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  • 4.  RE: Single record report

    Posted 13 days ago
    Actually, you just need to create a record.  It will be [Record ID#] = 1. You do not need to create any fields.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Single record report

    Posted 13 days ago
    10-4,
    thx again

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    Ken LoderTesting
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