Creating a pop-out window for multi-line text
The industry I that I am in is extremely fast paced. We have a team of people that are submitting documentation to vendors and submitting follow-ups until the documentation packages are approved. We...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCan you explain more what you mean by this?
"I want to create a pull down menu radio button for the # of follow-ups the team is on"
It sounds like you are chasing up Vendors for information. many times until you come to a conclusion.
It seems to me that the right way to do this is with a child table of followups. So one project has many followups. That way when a new followup is needed, you would click the Add Followup record where a new record would open up with required fields.
It seems to me that you are missing the elegance of a child table and trying to do all the updates on the main table.
You also might need to have a setup where 1 Project has many Project Vendors and then one Project Vendor has many Project Vendor followups.
The relationships would look like this
Projects < Project Vendors > Vendors
Project Vendor < Project Vendor Followups.
I would then have a summary text field on the Project Vendors table to float up the most recent Project Vendor followup Status, so that when looking at a Project, you would see the embedded table of the Project vendors and see, for example their current followup status and say the date of the last followup request and the last followup response.
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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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"I want to create a pull down menu radio button for the # of follow-ups the team is on"
It sounds like you are chasing up Vendors for information. many times until you come to a conclusion.
It seems to me that the right way to do this is with a child table of followups. So one project has many followups. That way when a new followup is needed, you would click the Add Followup record where a new record would open up with required fields.
It seems to me that you are missing the elegance of a child table and trying to do all the updates on the main table.
You also might need to have a setup where 1 Project has many Project Vendors and then one Project Vendor has many Project Vendor followups.
The relationships would look like this
Projects < Project Vendors > Vendors
Project Vendor < Project Vendor Followups.
I would then have a summary text field on the Project Vendors table to float up the most recent Project Vendor followup Status, so that when looking at a Project, you would see the embedded table of the Project vendors and see, for example their current followup status and say the date of the last followup request and the last followup response.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------