4 Connected Tables Merged into 1 Table

HI

In Quick Base, you can assign people to production teams AND you can set permissions so that each person can only see (or edit) her/his team's documents. So, in The Hive

First

• Create a Projects table
• Create a Project Teams table.  This table has a relationship: one project to many teams.
• Create a Documents table.   This table has a relationships: one project team to many documents.  

If you have global documents that you want all project teams to be able to access, create a project team called " Global Team."  Select this team when you add global documents.

Second - Decide how to handle permissions.

There are several different ways to set up permissions. 

A) If most people are on the same team all the time, you can create a role for each team.  Then, use the "Users" tab to assign people to roles.  And, grab a snack.  You are done creating table.

B) If people switch project teams frequently (or can be on multiple teams or need to access documents from previous teams), you need to build more tables.

• Create a People table.  In addition to the text fields for names, create a field for user name.  This field lets Quick Base recognize who is logged in and tailor permissions.  Add a formula -numeric field with this formula-  If([QB User ID]=User(),1,0).  You can call the field "User as Numeric"
• Create a People - Project Teams table.  This table should have 2 relationships:  One Person to many Project Teams.  One Project Team to many People.  Bring that "User as Numeric" field from the People table into this table as a lookup field.
• Then, move that "User as Numeric" field into the Documents table as a look-up field from the Project Teams table.
• And, finally, set the permissions on the Documents table so that users can only see records where User as Numeric equals "1."

CloudBase Services built systems like this for ATT, Pepsi and many other companies.  Contact us through our website for more help.

Debbie