RyanFarrington1
6 years agoQrew Member
Count of Tasks Started within a week to statically appear on another table's record
My company is trying to gather metrics on our projects in weekly records and save them in our Scorecard table.
Scorecard records are called Weeks.
We can create reports to produce the data and manually enter them into a Week. But of course we don't want to do it manually.
I can't seem to get the right information to summarize in the Scorecard.
(Additionally: we want this data to go out in an e-mail, so we can't just have a Scorecard Week filled with summary reports.)
The short question is, how do you get Report data (which is essentially a snapshot in time) to get logged into a table record?
More specifics: for one Week, we want to see how many tasks were started and how many were completed. So, one Week has many Tasks. But I think each task also has many Weeks: 1 for week started and 1 for week completed.
I set up two fields in the Task to return the FirstDayOfWeek the task was started and that it was completed. These, then, correspond to Scorecard Week dates. But I cannot get the Scorecard Weeks to summarize all tasks started during the Week (based on that start-date-to-week field). Tasks are currently set up as children of Weeks.
I'm probably misunderstanding something fundamental about Relationships but can't wrap my head around it. Any help is greatly appreciated!
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Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
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Scorecard records are called Weeks.
We can create reports to produce the data and manually enter them into a Week. But of course we don't want to do it manually.
I can't seem to get the right information to summarize in the Scorecard.
(Additionally: we want this data to go out in an e-mail, so we can't just have a Scorecard Week filled with summary reports.)
The short question is, how do you get Report data (which is essentially a snapshot in time) to get logged into a table record?
More specifics: for one Week, we want to see how many tasks were started and how many were completed. So, one Week has many Tasks. But I think each task also has many Weeks: 1 for week started and 1 for week completed.
I set up two fields in the Task to return the FirstDayOfWeek the task was started and that it was completed. These, then, correspond to Scorecard Week dates. But I cannot get the Scorecard Weeks to summarize all tasks started during the Week (based on that start-date-to-week field). Tasks are currently set up as children of Weeks.
I'm probably misunderstanding something fundamental about Relationships but can't wrap my head around it. Any help is greatly appreciated!
------------------------------
Ryan Farrington
Graphic designer, project manager, copywriter, engraver, internal Quick Base developer
rfarrington@experiencepinpoint.com
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