How to create a Form that lists all options from another table as individual items to submit data against
Hi Quickbase Team,
Our programs team came to me with a request today that I don't know if it's possible to fulfill.
Quick backstory to help explain the need:
Our staff completes a form for each interaction with a 'client', one key metric I measure is the 'Community' the 'client' is based in. I have a list of 32 communities + "other." (we're a non-profit, and are funded based on #'s we provide per community)
We have one team of staff who fulfill support requests when community-based-staff are not available. This team supports all communities, even those beyond the ones we are contracted to serve (separate and unique contract).
They do NOT report "PER" interaction; but instead need to report aggregate #'s per Community.
- where Communities are their own table
- where Interactions are their own table and connected by a relationship
My programs team wants to have a simple form that contains a list of the communities and a blank field for the team to rapidly input the number served in whole.
So - the form would look something like this:
Today's Date
Staff Member User ID (who submits this report)
Total # of families served = ____
Total # of service providers served = ___
followed by:
___ total served in Community A
___ total served in Community B
___ total served in Community C
Then 'Submit'
This would then flow into, I think, it's own unique table (to not compromise the data in the table where we gather data per each interaction)
Is this possible? It's almost like saying, I want each field to relate to the list of Communities in a different/separate table.
Or I want the 'Communities Served' field to be a kind of 'multi-select' field that also displays the total # served on That day.
I will have to be able to run reports on this so - I can say
In the previous quarter Community A was served ___ # of times by this specific team in addition to this # of times where we recorded each unique interaction.
Thoughts? Recommendations? I'm puzzled where to begin to address this specific ask by my director.
Thank you!!!
------------------------------
Jennifer Juhasz
FamilySmart
BC, Canada
------------------------------
Our programs team came to me with a request today that I don't know if it's possible to fulfill.
Quick backstory to help explain the need:
Our staff completes a form for each interaction with a 'client', one key metric I measure is the 'Community' the 'client' is based in. I have a list of 32 communities + "other." (we're a non-profit, and are funded based on #'s we provide per community)
We have one team of staff who fulfill support requests when community-based-staff are not available. This team supports all communities, even those beyond the ones we are contracted to serve (separate and unique contract).
They do NOT report "PER" interaction; but instead need to report aggregate #'s per Community.
- where Communities are their own table
- where Interactions are their own table and connected by a relationship
My programs team wants to have a simple form that contains a list of the communities and a blank field for the team to rapidly input the number served in whole.
So - the form would look something like this:
Today's Date
Staff Member User ID (who submits this report)
Total # of families served = ____
Total # of service providers served = ___
followed by:
___ total served in Community A
___ total served in Community B
___ total served in Community C
Then 'Submit'
This would then flow into, I think, it's own unique table (to not compromise the data in the table where we gather data per each interaction)
Is this possible? It's almost like saying, I want each field to relate to the list of Communities in a different/separate table.
Or I want the 'Communities Served' field to be a kind of 'multi-select' field that also displays the total # served on That day.
I will have to be able to run reports on this so - I can say
In the previous quarter Community A was served ___ # of times by this specific team in addition to this # of times where we recorded each unique interaction.
Thoughts? Recommendations? I'm puzzled where to begin to address this specific ask by my director.
Thank you!!!
------------------------------
Jennifer Juhasz
FamilySmart
BC, Canada
------------------------------
