Forum Discussion
MarkShnier__You
Qrew Legend
OK, so you can easily look up any Project information down to the support tickets and make a report of all support tickets along with their project name and Project Status, but you are also wanting to have a field on that Tickets report which shows the Phases. That is the only tricky part.
We can float up text information from the Phases up to the Projects. make a field on the Phase record with the information you want to float up, called [Phase Summary] such as
List("-", [Phase name], [Phase Status])
Now got to the relationship where One Project has many Phases and make a Combined Text Summary field of the field [Phase Summary].
It will appear in "pill" format.
If you don't like that format, you can make a formula text field
SerachAndReplace(ToText([Combined Text Summary Phase Summary]), " ; "\n")
That should display the Phase info in a vertical format. Then just look that up down to SuPport Tickets and add it to our report.
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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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We can float up text information from the Phases up to the Projects. make a field on the Phase record with the information you want to float up, called [Phase Summary] such as
List("-", [Phase name], [Phase Status])
Now got to the relationship where One Project has many Phases and make a Combined Text Summary field of the field [Phase Summary].
It will appear in "pill" format.
If you don't like that format, you can make a formula text field
SerachAndReplace(ToText([Combined Text Summary Phase Summary]), " ; "\n")
That should display the Phase info in a vertical format. Then just look that up down to SuPport Tickets and add it to our report.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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JaimeStrawderma
5 years agoQrew Cadet
Sorry Mark, I'm off to a rocky start already...the [Phase Summary] field will be a formula text field with List("-",[Implementation Phase Name],[Status]) as the formula? Each project I enter returns ??? in that field.
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Jaime Jaime
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Jaime Jaime
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- JaimeStrawderma5 years agoQrew CadetExcellent. Works like a charm. Thank you so much for all of your help.
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Jaime Jaime
------------------------------ - MarkShnier__You5 years agoQrew LegendLet's go step by step.
On the Phase record make a formula field
List("-",[Implementation Phase Name],[Status])
Have you done that and when you do that does it show up correctly on the Phase record.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - JaimeStrawderma5 years agoQrew CadetAh, I see where I was confused. I was looking on the form, populating the project name and getting the ??? Yes, I created the formula field with the exact formula you have. It appears on my Phase Report and lists the Phase names.
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Jaime Jaime
------------------------------ - MarkShnier__You5 years agoQrew LegendOK, great, so step 2 is to float that up to the Project. So make a combined text summary field on the relationship where Oner Project has many Phases.
You should now see that field on a Project record in a "pill" appearance format.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - JaimeStrawderma5 years agoQrew CadetYes, I have the phases showing up in the "pill" on the project record
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Jaime Jaime
------------------------------ - MarkShnier__You5 years agoQrew LegendSo, you can just look that up down to the Support Tickets, but my suggestion is to convert it to a vertical list.
You can make a formula text field I made a syntax correction in bold.
SerachAndReplace(ToText([Combined Text Summary Phase Summary]), " ; ", "\n")
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - JaimeStrawderma5 years agoQrew CadetHi Mark, sorry I have not been able to get back to the project. I'll keep working through it and let you know how it goes. Thanks!
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Jaime Jaime
------------------------------ - JaimeStrawderma5 years agoQrew CadetHi Mark,
I've been pretty busy lately but just back to working on this. Everything works well as far as returning information into a single report. I just need help with the formatting a bit please. For example, I have a project with 6 Phases and thanks to your formula those show up in a vertical format. However, the Phase Status only shows the three statuses, Active, Completed, and Inactive. Is there a way to line up the correct status with the correct Phase? Thanks!
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Jaime Jaime
------------------------------ - MarkShnier__You5 years agoQrew Legendnp,
easy solution.
make a field down at the child level which combines the Phase and the Status.
List(" - ", [Phase], [Status]) and change the target field for your Combined text summary field to look at that field instead. That way the two fields will stay together as they get rolled up.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------ - DonLarson5 years agoQrew CommanderJaime,
You said "Pill." Do you have a Tableau background?
Does moving the data to BI/BA make more sense for some grander reporting needs or does Mark have this 99% solved? If you are almost done, then stay the course. Otherwise we can discuss getting to SQL and BI.
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Don Larson
Paasporter
Westlake OH
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