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 Waitli...
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MarkShnier__You
Qrew Legend
Qrew LegendWhat 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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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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
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- MarkShnier__YouI 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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