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JenBlack's avatar
JenBlack
Qrew Member
5 years ago

Automatically Create New "Client Health" Records Each Month

I would like to understand how I can automatically generate new records for a report each month that will allow my users to easily enter client health across their portfolios without having to input t...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Can you name your key tables and their One to Many Relationships.  Also, how are Team Members "Assigned" to a Program.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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JenBlack's avatar
JenBlack
Qrew Member
5 years ago
Hi Mark,

My key tables are 'Programs' and 'Team' which each have a 1:Many relationship with the join table 'Client Assignments' which is the table that we assign team members in. Each team member is assigned to many programs and each program can have many team members. 

Then I currently have 'Programs' attached to 'Client Health' with a 1:Many relationship (1 Program has many client health records). But as I'm typing this, I'm realizing it should probably be a 1:Many from 'Client Assignments' to 'Client Health'. (1 client assignment has many client health records). 

Hopefully that is helpful, I'm still learning Quickbase, so let me know if there are any other details I can provide. Thanks for looking into this!

Jen

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Jen B.
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