Discussions

Expand all | Collapse all

Copy Master Detail to Grandchild

  • 1.  Copy Master Detail to Grandchild

    Posted 05-02-2021 23:46
    Hi,
    I have a many to many relationship with Project Tasks Assigned as follows (I have also set up a copy master detail button to populate each project with standard tasks assigned) : 

    I would like these Project tasks to also appear on the progress notes where they can be updated with notes and % complete.  Trying to think of the best way to accomplish this.  Thanks!




    ------------------------------
    Christine White
    ------------------------------


  • 2.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 11:32
    Hi Christine,

    When you are looking at your progress notes are you just wanting to be able to see the project tasks that come from the same project and be able to edit them? If so you can create a report link on Progress Notes that would be set up to match the Related Project on Progress Notes to the Related Project field on Project Tasks, this way you will get a report link that will show you only related Project Tasks. Then from there you could open up the various Project Tasks and edit their percent complete field and add any needed notes to them. You can even go the next step if you want and set that report to be editable right on the form by changing the form properties of that field to be editable, then your users can stay right on the same page while editing. I hope that suggestion is helpful Christine and certainly let me know if you have questions on how to do this.

    ------------------------------
    Evan Martinez
    Community Marketing Manager
    Quickbase
    ------------------------------



  • 3.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 15:01
    Thank you for your suggestion.  Nice to know that you can edit from a report link and update the parent.   The only issue is that in this case progress notes are meant to track the progress of a project so should retain the original % for that day:
    i.e.: 
    Progress Note 1- 25%
    Progress Note 2-50%

    Both would show 50%

    ------------------------------
    Christine White
    ------------------------------



  • 4.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 16:01
    Hi Christine,

    Unfortunately that part of the ask does complicate things, the report link suggested only gives you visibility and accessibility to the fields and records you have in your table. Since you would want to track their status at a specific date you would need a place to hold the data of the status as of that date, most likely in an audit or historical status table related to the Project Tasks table.

    The tables job would be to store records of the history of the status of a Project Task, every time it is updated a new record would be created to say it went up from for example 10% to 20% on April 20th and was edited by John Smith, then the next time it is edited from 20% to 30% on April 22nd another record would be created to track that history. This can either be done manually by a user every time they edit the status or it can be done by a Pipeline so that every time the percent complete of a project is changed it is automatically logged and stored in the historical table with the relevant data so a user never has to worry about it but you as an admin can report off and see it all.

    The advantage there is you can capture that data and be able to report on and summarize it all just like you can any table of data in Quickbase, it just requires a relationship between Project Tasks as the parent and your Project Tasks Status Historical table to help you keep all that data organized and stored. Otherwise you would just be writing it into a bunch of fields in your Progress Notes table that would be much more complicated to report on. I know it is a more complex workflow but I hope the suggestion is helpful.  ​

    ------------------------------
    Evan Martinez
    Community Marketing Manager
    Quickbase
    ------------------------------



  • 5.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 16:23
    Thank you for the suggestion.   I may try creating the Task table in the Progress Notes table and updating the Project using pipelines.

    ------------------------------
    Christine White
    ------------------------------



  • 6.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 19:53
    I am also going to give your suggestion a try and see which the team prefers.  Thanks so much

    ------------------------------
    Christine White
    ------------------------------



  • 7.  RE: Copy Master Detail to Grandchild

    Posted 05-03-2021 20:40
    I am trying this now. Wondering if there is a way to relate records to the Progress Notes by editing the Project Report link details in the pipeline?

    ------------------------------
    Christine White
    ------------------------------



  • 8.  RE: Copy Master Detail to Grandchild

    Posted 05-04-2021 12:46
    Ended up using your idea for a log using pipeline and was able to connect to the notes using a last note ID field.  Thanks again

    ------------------------------
    Christine White
    ------------------------------