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Filter Table Entries In Another Table

  • Nov 26, 2024 3:13 AM UTC
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I thought this would be relatively straightforward but I am running into multiple roadblocks. I have a table set up in a relationship with another table with a pipeline between the two, where the parent table has a list of all employees in the plant with a field for department they are in. The child field is set up to trigger a pipeline when the corresponding department is selected from a dropdown to check off that those employees were present that day in the other table. 

My question with this is I would like to display the people that will be checked off in the child table when that department is selected, so they can see who they will be marking as present that day without blindly telling them everyone is present. Is this possible? I played around with embedding reports (which doesn't show the entries until the form is saved, I would like it to appear while completing the form) and formulas that I couldn't get to work quite right. 

Any help would be greatly appreciated!

MarkShnierYou
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From your previous posts in this topic, I gather that you are auto creating a set of attendance records as. Child record to a Department-Day record.  I assume that your current trigger for the pipeline is when the Department-Day record is saved.

An alternative would be to have the user save the Department-Day record  and show an embedded report of Employees in that department.  That would give a previe of the employees for whom a daily attendance record will be created,  then have a button to update  date time field or a checkbox field to trigger the pipeline to actually create the daily attendance records for that Department-Day,

 

Mark Shnier. Your Quickbase Coach
MarkShnierYou
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From your previous posts in this topic, I gather that you are auto creating a set of attendance records as. Child record to a Department-Day record.  I assume that your current trigger for the pipeline is when the Department-Day record is saved.

An alternative would be to have the user save the Department-Day record  and show an embedded report of Employees in that department.  That would give a previe of the employees for whom a daily attendance record will be created,  then have a button to update  date time field or a checkbox field to trigger the pipeline to actually create the daily attendance records for that Department-Day,

 

Mark Shnier. Your Quickbase Coach
MarkStrassel
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I made a version of this, but it there may be a cleaner way to do it.  Parent table "Employees" in your case Departments, has a formula-multi-select field that would populate in my case "crew members"  your's would be department members.  Then on my "timesheets" table when you select who is making the timesheet it has a multi-select lookup that pulls all the values in from that formula-multi-select in the parent.  My problem is it does not show all the people selected, you have to open the dropdown and look to find out, but you can check or uncheck values in that lookup field before you save the record.  Basically it gives you the default selection of multiple values for that field based on the lookup and then you can edit your choices before saving.  Hope that helps?

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