Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Contact Hierarchy not pulling projects from multiple levels

I have posted recently about needing to create an organization hierarchy for clients so that I can pull the projects their direct reports are on and all the way down the hierarchy.  So for example a t...
Relationships
EricMohlman's avatar
EricMohlman
Quickbase Staff
6 years ago
Ivan,

Regarding your two issues:
  • It seems like you're using the reference field, and not the reference proxy field, on your form. If you utilize the reference proxy instead it should follow the behavior you expect
  • I see two possible solutions here
      • This type of setup would allow you to select the various people from your contacts table directly on the Project form, and set what their role/title/position would be within that project. It would also allow you to summarize their details together and get a combined list of users associated with each project if that's important
      • This type of setup would allow you on each DM to have a relationship for their VP, another for their SVP, etc. and whenever you select the DM on a project all of those other positions could come through the relationship as lookup fields


------------------------------
Eric Mohlman
------------------------------
  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    Eric, can you clarify where you are talking about the reference field vs reference field proxy?  Is that the report link or...?

    ------------------------------
    Ivan Weiss
    ------------------------------
  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    Just to clarify in the report link I am matching Record ID# to Project Members:Contact - Related Direct Report

    If I understand that right, that is not the proxy...

    ------------------------------
    Ivan Weiss
    ------------------------------
    • EricMohlman's avatar
      EricMohlman
      Quickbase Staff
      6 years ago
      Ivan,

      No, I'm not referring to anything with the report link field. 

      Here's a picture of a relationship from one of the Exchange applications. You can see that the Related Project is marked as the Reference field and the Project Name is marked as the Reference Proxy field.


      ------------------------------
      Eric Mohlman
      ------------------------------
      • IvanWeiss's avatar
        IvanWeiss
        Qrew Captain
        6 years ago
        This is my setup.  Unless I am missing something it appears I have that setup right:



        ------------------------------
        Ivan Weiss
        ------------------------------