Forum Discussion
IvanWeiss
6 years agoQrew Captain
Okay so with that fix in the Teams table I now have a 1 or 0 appropriately on the team that is logged on.
But the report still does not work. So to your point something must be wrong with how that data filters to the task. Currently I have tasks related to both the team members table and the teams table. But I never assign a task to a team. So I am wondering if that is the break? I wouldnt want to manually do that, it should be intelligently done based on the "Assigned To" field which is the relationship to team members. Could that be the issue?
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Ivan Weiss
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But the report still does not work. So to your point something must be wrong with how that data filters to the task. Currently I have tasks related to both the team members table and the teams table. But I never assign a task to a team. So I am wondering if that is the break? I wouldnt want to manually do that, it should be intelligently done based on the "Assigned To" field which is the relationship to team members. Could that be the issue?
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Ivan Weiss
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MarkShnier__You
Qrew Legend
6 years agoI don't have a verbal picture of all your relationships, but I think we are at the point where the Teams are identified that
[User Allowed Access] is 1 if the current user is in that Team.
You can look that up down to Team Member assignments to have a field called
Team Member Assignment is on a Team with the Current User.
Then flow that up as a summary field up to the Team Members to have a field called.
Team Member is on a Team with the Current User.
Then look that up with the same Name from Team Members down to Tasks
then filter a task report where
Team Member is on a Team with the Current User =1
What I suggest that you do is to look at your relationship diagram (you know that is a crazy useful built in tool, right) and tidy it up, if you have not done that already so that you can visualize your relationships. Then using this technique you can snake you way up and down through relations, with summary Max in those "1" fields going up and simple lookups on the lookups doing down.
by the way a compact way to explain relationships is like. Ie One Team has Many TM Assignments
Team < TM Assignments > Team Members < Tasks
Project < Tasks > Team Members (Assuming a task is just assigned to a single Team Member )
It saves a whole lot of typing if you can explain your relationships that way.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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[User Allowed Access] is 1 if the current user is in that Team.
You can look that up down to Team Member assignments to have a field called
Team Member Assignment is on a Team with the Current User.
Then flow that up as a summary field up to the Team Members to have a field called.
Team Member is on a Team with the Current User.
Then look that up with the same Name from Team Members down to Tasks
then filter a task report where
Team Member is on a Team with the Current User =1
What I suggest that you do is to look at your relationship diagram (you know that is a crazy useful built in tool, right) and tidy it up, if you have not done that already so that you can visualize your relationships. Then using this technique you can snake you way up and down through relations, with summary Max in those "1" fields going up and simple lookups on the lookups doing down.
by the way a compact way to explain relationships is like. Ie One Team has Many TM Assignments
Team < TM Assignments > Team Members < Tasks
Project < Tasks > Team Members (Assuming a task is just assigned to a single Team Member )
It saves a whole lot of typing if you can explain your relationships that way.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- IvanWeiss6 years agoQrew CaptainThat did it, guess I had to sort out in my head what that was doing.
But I loved that tip on the how to describe the relationships. It helped in my head process what you were saying. Thanks Mark! Have a good weekend.
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Ivan Weiss
------------------------------ - IvanWeiss6 years agoQrew CaptainI think I see what you are doing but I am struggling with the logic here.
So basically the flow of tables is Teams < Team Members < Tasks
I do not have a Team Member Assignment Table
So basically I understand that I need a value to be 1 on the Team Members to represent the user currently logged in. I have that. I max summarize that up to Team Tables to get the team that is on the project. But are you saying I use lookup fields to bring it all the way back down to tasks? Or do I need a direct relationship from Teams to Tasks?
I guess what I am missing here on the logic is the Tasks table has no connection to Teams as a task is never assigned to a team. So I am missing how that data grabs the right tasks. What on my Task Table tells me what team it is associated with since all I have is the "assigned to" field which is a Team Members relationship
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Ivan Weiss
------------------------------ - MarkShnier__You6 years ago
Qrew Legend
re: But are you saying I use lookup fields to bring it all the way back down to tasks?
Yes, just walk that field down to down to tasks.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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