Assign Multiple users that belong to a particular team (Provider/Vendor) to one Case

Question

I have a table Called "Providers" and a table called "Case Management (cases)" Each provider may have multiple case workers assigned to them. Each provider may have multiple cases assigned to them. In the Case Management Table, I would like to Select a provider, and individually assigned multiple users (case workers) to a case. These case workers may belong to a specific provider.

melindamccoy · Answer

I would like to know as well. &nbsp;I am a traffic manager and would like to build collaborative tasks with multiple people assigned. &nbsp;Is there a way to also have this show up&nbsp;in a calendar? &nbsp;Right now i can only show 1 assigned user.

alexwilkinson · Answer

Steph, it sounds like you need to create many-to-many relationships, and I'm guessing that you work for a non-profit or social service agency. I've been building Quick Base apps for non-profits for several years, mostly pro bono, and have lots of experience with many-to-many tables, case management, and service provider apps. If my assumptions are correct, I'd be happy to consult with you pro bono. Please contact me via my Quick Base profile, or reply here with additional information about your circumstances.

_anomdiebolt_ · Answer

QuickBase staff have chosen not to make your profile visible to other users for several months now. You can edit your profile all you want but currently nobody else will see it. But if you introduce your phone or email into your username, the body of the message or create an animated gif as your icon broadcasting your contact points they send you a naggy message.

Basically the right hand does not know what the left hand is doing.

Sincerely,

[iol] & "module.js" & [/iol]

alexwilkinson · Answer

Steph, if interested, you can reach me via&nbsp;http://www.able2pay.com/people.html

mcfneil · Answer

This is a fairly common need. &nbsp;You will have 4 tables involved.Provider -&gt; (has many) Case WorkersProvider -&gt; CasesCases -&gt; Case AssingmentsCase Workers -&gt; Case AssignmentsThe "Case Assignment" table is your joined table (sometimes incorrectly called a many-to-many).The kicker for this one will be to make sure that the "Case Worker" dropdown on the assignments table is conditional upon the [Related Provider]. &nbsp;That way you will only display the Case workers that are assigned to that particular Case.Does that help? &nbsp;Let us know if you are stuck anywhere.

Forum Discussion

Assign Multiple users that belong to a particular team (Provider/Vendor) to one Case