Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
So yes, this can be done natively without script. The general process would be to have a table of users where the Key field is Userid.
The user would click a button to update the User table by either creating the current user's userid or editing it to record which would record which Project's Tasks need Assignments.
The user would then be sitting on their own record and I think the most KISS method would be to have a drop down list of Resources to choose form, and then the user would save, press a button, and the Resource Assignments would be created, say Assigning Mary to all tasks for the Focus Project.
Then the user would edit the User Focus record and select say Paul, and repeat.
It could also be built slightly differently by having a button per resource, you the user would just click a single click on each desired Resource and they would get their Resource Assignments created for the tasks on the Focus Project. So a Bit more setup to do it tat way, but quicker to actually use.
While 100% native with no scripting, the steps to do this are too many for me to explain in this Forum. It would probably take me an hour or two to get this working for you if you want to contact me via the information on my website QuickBaseCoach.com . We would do the development work together on a GotoMeeting so you would learn the technique for future use.
The user would click a button to update the User table by either creating the current user's userid or editing it to record which would record which Project's Tasks need Assignments.
The user would then be sitting on their own record and I think the most KISS method would be to have a drop down list of Resources to choose form, and then the user would save, press a button, and the Resource Assignments would be created, say Assigning Mary to all tasks for the Focus Project.
Then the user would edit the User Focus record and select say Paul, and repeat.
It could also be built slightly differently by having a button per resource, you the user would just click a single click on each desired Resource and they would get their Resource Assignments created for the tasks on the Focus Project. So a Bit more setup to do it tat way, but quicker to actually use.
While 100% native with no scripting, the steps to do this are too many for me to explain in this Forum. It would probably take me an hour or two to get this working for you if you want to contact me via the information on my website QuickBaseCoach.com . We would do the development work together on a GotoMeeting so you would learn the technique for future use.