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MICHAELSARGENT's avatar
MICHAELSARGENT
Qrew Cadet
5 years ago

Automation

Let's say I have a list of employees and for each employee there is a volunteer status (e.g. Selected, Waitlisted, Ineligible, Removed).  Now, we have a specific count of employees Selected and Waitlisted.  If an employee decides to be removed, we want the next employee under Waitlisted to be moved to Selected and then next person as Ineligible moved to Waitlisted.  This way there is always a consistent volume.  Any ideas how I can accomplish that in automation?

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Michael Sargent
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Quickbase Automations
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    What is the definition of the "next employee waiting" ... determined by.  How do we know who is next in line?

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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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    • MICHAELSARGENT's avatar
      MICHAELSARGENT
      Qrew Cadet
      5 years ago

      Hey Mark,

       

      So the volunteers are sorted high to low by their seniority.  So the next person would be the next person with the highest seniority based on their hire date (earlier date).



      ------Original Message------

      What is the definition of the "next employee waiting" ... determined by.  How do we know who is next in line?

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        I would create a helper table called Who is Next? with one and only record in it.  It will be Record ID# =1.

        Make a relationship to all employees based on a formula numeric reference field called [Link to Who is Next] with a formula of 1.

        Summarize the Minimum Hire Date of all employees in status Waitlisted, call it [Hire Date for Next Waitlisted].
        Look up back down to Employees.
        Summarize Minimum Record ID# of all Employees where [Hire Date for Next Waitlisted]  is equal to [Hire Date].  Look up down to Employees and call it [Record ID# of Next Employee Waitlisted].

        So now you should be able to trigger an Automation on a Status change where Status was changed to Removed for any employee and the Automation will edit records subject to the filter that [Record ID#] is equal to [Record ID# of Next Employee Waitlisted] and change the Status to Selected.

        Repeat the setup for the moving the next employe up from Ineligible to Waitlisted. 


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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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