Forum Discussion
TylerParker
7 years agoQrew Assistant Captain
Hi Christopher, I'd like to help. What's your main/first problem here, forming the concatenation field in the Billing table (child table) and then making sure the (child) records are assigned to the right parent in the Time Cards table? Then you want to move forward to automate this?
I'm having trouble pinning down your first obstacle. Can you clarify and maybe share some sample records from your Time Cards table?
I'm having trouble pinning down your first obstacle. Can you clarify and maybe share some sample records from your Time Cards table?
- ChristopherKnie7 years agoQrew TraineeHi Tyler!
Thanks for responding. I didn't really have any one obstacle. My question was more of a design/workflow problem that I couldn't quite figure out. I was hoping someone would read it and have an immediate idea in mind.
The workable solution I found was to create a new field in the Time Cards table that associated the deliverable being worked on with the month in which the work was completed. That way I could create a summary report where each entry was essentially ["Deliverable #1234 - April 2019", 16 hours]. Then I can export that summary table as a csv, and import it into a new table where that first field acts as the key field, the number of hours is filled in,and the other relevant information can be pulled in from the deliverables table with a relationship.
I set up a Microsoft Flow flow (is that what they're called?) to automate that export/import process using a series of HTTP requests so it runs each night, keeping that new table more-or-less up to date.
If anyone thinks up a better way to accomplish what I'm doing then I'm all ears! But this is what I worked up in the last 24 hours.