Forum Discussion

HansHamm's avatar
HansHamm
Qrew Assistant Captain
8 years ago

Create a Company Hierarchy by relating a table to itself

I have been away from QB for quite a few years... and trying to remember a lot of it. Is there a way to create and maintain a manager table based on an employee table? Basically create and then append...
HansHamm's avatar
HansHamm
Qrew Assistant Captain
8 years ago
Matthew I am not working with a developer. Yes, this is exactly what I need to do. It seems that I had done this quite some time ago (4-5yrs) when I first worked with QB, but that was with another group and I just don't remember if I did - then how I did it. 
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    Contact me or one of the QB Partners via email and I (they) could see what it would take to help you more.
  • HansHamm's avatar
    HansHamm
    Qrew Assistant Captain
    8 years ago
    Matthew... I have the relationship built and it works the way I need it to. I used the Employee ID as the reference and the reference proxy is associate name (a formula text field) that I renamed ROM Name. This gives me the ability to select the manager level. One of the fields in the table is position (Rep, Category, ROM) is there a way to create a filter within the relationship so I only have those persons who are ROM level in the ROM Name field? 
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    Option 1:
    With 3 layers of this 'self' relationship, the best advice i can give is to have the 'record picker' display 2  things.  

    1st The level
    2nd the name.

    Then at least you could have them grouped.

    Just to confirm that you have the relationship going, and that each level is basically a child record of the employee level above.

    Option 2:
    If you have this going, you should be able to make a conditional dropdown, based on a formula field, that shows "next level".
    ****

    What are your 3 levels called? and the fields used to identify again?