Forum Discussion
EvanMartinez
5 years agoModerator
Hi Michael,
In your application I see you have Users, Product Entries, Quality and Occurence. I assume that the relevant data would be spread across those 3 tables and they are all related to the users table? So you are looking at a way of drilling down on a single user and seeing the relevant Production Entries, Quality, and Occurrences related to that user?
One way to do this is to use the Users table and the User record as your hub for collecting and displaying your data. Then you create a custom form that shows only the correct fields (most likely some summary fields for specific metrics from those 3 related tables) and you can even create customer report link fields to allow you to see related records you can then drill into. For example if your Users could have overdue production entries you could make a custom report link that shows only records related to your user which have the status of overdue. You would just need to decide what data needs to be on that form as you build it out (what is great is as a form on the users table over time it can evolve and change to fit your needs). Then you can drop a button that directs you to the "1 on 1" version of their User record and you could even email them that version of the form if you needed. It takes some tinkering with the app but having a form can really help you have a hub to check on that kind of data as needed or one on one with that user. I hope that helps and certainly let me know if you have questions.
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Evan Martinez
Community Marketing Manager
Quick Base
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In your application I see you have Users, Product Entries, Quality and Occurence. I assume that the relevant data would be spread across those 3 tables and they are all related to the users table? So you are looking at a way of drilling down on a single user and seeing the relevant Production Entries, Quality, and Occurrences related to that user?
One way to do this is to use the Users table and the User record as your hub for collecting and displaying your data. Then you create a custom form that shows only the correct fields (most likely some summary fields for specific metrics from those 3 related tables) and you can even create customer report link fields to allow you to see related records you can then drill into. For example if your Users could have overdue production entries you could make a custom report link that shows only records related to your user which have the status of overdue. You would just need to decide what data needs to be on that form as you build it out (what is great is as a form on the users table over time it can evolve and change to fit your needs). Then you can drop a button that directs you to the "1 on 1" version of their User record and you could even email them that version of the form if you needed. It takes some tinkering with the app but having a form can really help you have a hub to check on that kind of data as needed or one on one with that user. I hope that helps and certainly let me know if you have questions.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
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