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JamieOwens_Knig's avatar
JamieOwens_Knig
Qrew Trainee
5 years ago

Creating an Audit Form for Multiple Audit Types

I have the following tables:
1. Audits
2. Audit Findings
3. Questions
4. Auditors
5. Auditor Roles
6. Classes
7. Instructors & Managers

Current relationships are:
1. An Audit has many audit findings.
2. An Audit Finding has many questions.
3. An Auditor Role has many Auditors.
4. An Auditor Role has many Questions.
5. A Class has many Questions.
6. An Auditor has many Audits.
7. An Instructor & Managere has many Audits.

I need to set up an audit form in the Audits table that follows this process:
Manager schedules and assigns an audit to an auditor and instructor. Currently, I have this set up with ana Audit Logistics section allowing someone to assign an auditor, instructor, location, date, and class. All other sections are hidden until the audit is edited.
Auditor opens audit to edit and answers questions based on the class or role of the question. This is currently accomplished by a grid edit report from Audit Findings, but where I'm having my issue.

The grid edit report works great with one exception: I cannot filter that report to show only the questions related to that role. I've attempted to create a report in the questions table that filters by role, but because there is no relationship between Audits and Questions, the report is not available in the form. When I create a relationship (Audit has many questions), it only gives me a record picker, which is filter-able, but gives me one question at a time (there are several questions per audit). I've also attempted to create a filtered report in Audit Findings but due to the Audit Findings relationship with Questions (an Audit Finding has many questions), unless a question is added in a finding, this report is blank.

How can I get a list of drop-down questions filtered by role in my Audits table?

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Jamie Owens-Knight
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  • Hey Jamie, I was a little slower than usual in getting to this one.
    Thx for the complete explanation of your tables and their relationships.

    You will be happy to hear I think that this is trivial.
    There is a feature in Quick Base we can a Conditional Drop Down (CDD).

    On the Relationship between Auditors and Audits, bring down the Audit Role  and then from there hop it down as another lookup down to Audit Findings,  and then another hop all the way down to so that it shows on the Question form. 

    Then you should be able to look at the Related Question Master Table (you did not describe that table exactly,  and look for the checkbox on the reference field for the relationship where the Questions come from called

    Conditional values   The values in this field depend on a selection in another field

    You should be able to select Audit Role to match on.

    ... anyways the answer will be to get a CDD working and to coax what you need to match on into the setup forConditional values   The values in this field depend on a selection in another field


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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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