Qrew LegendChristina,
If you are able to set the key field of the Leaders table Be the name of the leader or the user ID of the leader then you can make a relationship to the on boarding table based on the referred by. You may or may not get a hit there.
Then make a second relationship based on the field for Primary Leader. Then, you may or may not get a hit there.
Obviously you can use an if statement to fill in a field with one or the other if they are not blank.
The next part of your test if you strike out on those two tries is to relate the records in the on boarding table to themselves. You can make a relationship of a table to itself and you would have to change the key field of the table to the user ID or name of the person on boarded.
I would think it would be possible to do several relationships of the on boarding table to itself. I'm not sure how deep you want to go but there's nothing really stopping you from going for example six levels deep. The issue will be more of a naming convention in order that you do not confuse yourself with these self-referential relationships.
Bottom line is I do believe it can be done without pipelines.
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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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That sounds very interesting. I have attempted, but I don't think I have a full understanding of what you are describing. Can you please provide a little more detail?
thank you!!!!
Qrew LegendWhat part are you stuck on? If you would like some one on one help to get this working, please contact me using my email below.
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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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