Greetings, I couldn't delete this post so, I am just completely modifying it, for anyone who navigated their way back to this and is thinking, "This isn't what I was looking for". lol I have two...
Unfortunately, Pipelines are off the table, otherwise, I believe I would be good to go. I don't have any background on the periods but they are not consistent. Period1 is for 1 month, then the next period is the rest of the year, then the next 2 periods cover a year each, but then the next two periods each cover half a year (6 whole months).
Definitely complicated but, turns out the output just has to have the designated details but does not need to look exactly like that. The only thing I can think of is try to use JavaScript to loop through the records and generate everything but, I am not that skilled with it yet. I would love some suggestions, if you have any.
Those are definitely not standard periods. When the Project is created, you will need to create them for each Project. To use JS you will have to build a Code Page. QB will not let you put it into any of the fields in the tables any more.
Why not Pipelines? They are expensive to use for external integrations but they are free (at the moment) for QB to QB.
You could have the Project Manager create the Periods manually, but that might result in a User revolt.
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Two Completely Different Tables","id":"message:89245","revisionNum":2,"repliesCount":10,"author":{"__ref":"User:user:6889"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:89245"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:89245"},"body@stripHtml({\"truncateLength\":200})":" Greetings, I couldn't delete this post so, I am just completely modifying it, for anyone who navigated their way back to this and is thinking, \"This isn't what I was looking for\". lol I have two...","body@stringLength":"1788","rawBody":"
Greetings,
I couldn't delete this post so, I am just completely modifying it, for anyone who navigated their way back to this and is thinking, \"This isn't what I was looking for\". lol
I have two tables with completely different data. I want to create a third table which would be made up of the contents of each record in table1, duplicated for each record in table2, so I can add additional formulas, etc for a report.
table1 structure Name -- StartDate -- FinishDate -- Amount
table2 structure Period -- BeginDate -- EndDate
Desired merger Name -- StartDate -- FinishDate -- Amount -- Period -- BeginDate -- EndDate --...
The true challenge with this is being able to set this up so the merger of the data in this fashion happens dynamically. Meaning when one or both tables has a record added, modified, or removed, the merged output reflects the changes. I figure this calls for a relationship, especially for the dynamic aspect of things. However, I don't know how to set that up, assuming it's possible to do. If anyone has any suggestions, that would be greatly appreciated. Thank you in advance.
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Those are definitely not standard periods. When the Project is created, you will need to create them for each Project. To use JS you will have to build a Code Page. QB will not let you put it into any of the fields in the tables any more.
Why not Pipelines? They are expensive to use for external integrations but they are free (at the moment) for QB to QB.
You could have the Project Manager create the Periods manually, but that might result in a User revolt.
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Those are definitely not standard periods. When the Project is created, you will need to create them for each Project. To use JS you will have to build a Code Page. QB will not let you put it into any of the fields in the tables any more.
Why not Pipelines? They are expensive to use for external integrations but they are free (at the moment) for QB to QB.
You could have the Project Manager create the Periods manually, but that might result in a User revolt.
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Unfortunately, Pipelines are off the table, otherwise, I believe I would be good to go. I don't have any background on the periods but they are not consistent. Period1 is for 1 month, then the next period is the rest of the year, then the next 2 periods cover a year each, but then the next two periods each cover half a year (6 whole months).
Definitely complicated but, turns out the output just has to have the designated details but does not need to look exactly like that. The only thing I can think of is try to use JavaScript to loop through the records and generate everything but, I am not that skilled with it yet. I would love some suggestions, if you have any.
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Unfortunately, Pipelines are off the table, otherwise, I believe I would be good to go. I don't have any background on the periods but they are not consistent. Period1 is for 1 month, then the next period is the rest of the year, then the next 2 periods cover a year each, but then the next two periods each cover half a year (6 whole months).
Definitely complicated but, turns out the output just has to have the designated details but does not need to look exactly like that. The only thing I can think of is try to use JavaScript to loop through the records and generate everything but, I am not that skilled with it yet. I would love some suggestions, if you have any.
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