Forum Discussion
EvanMartinez
6 years agoQrew Elite
Hi Bernadette,
If you are looking for some help with troubleshooting your relationship set up you can also get in touch with the Quick Base Care team via a support case. You can create a support case by clicking on the white question mark that appears in the upper right hand corner of your screen when signed into a Quick Base application and selecting Manage Support Cases. You can also open a support case directly here.
One of the Care team reps can set up a screen share session with you and walk through the relationship and see if we can help you find the place where the information is not smoothly passing up where you would like.
Alternatively, could you give me a little more information on the relationship set up you have in your application? Do you currently have your relationship set up so that Projects have many Tasks and then Tasks have many Labor Records? Then an Employee could have many Labor Records as well so that everything sort of meets in Labor Records?
If you are looking for some help with troubleshooting your relationship set up you can also get in touch with the Quick Base Care team via a support case. You can create a support case by clicking on the white question mark that appears in the upper right hand corner of your screen when signed into a Quick Base application and selecting Manage Support Cases. You can also open a support case directly here.
One of the Care team reps can set up a screen share session with you and walk through the relationship and see if we can help you find the place where the information is not smoothly passing up where you would like.
Alternatively, could you give me a little more information on the relationship set up you have in your application? Do you currently have your relationship set up so that Projects have many Tasks and then Tasks have many Labor Records? Then an Employee could have many Labor Records as well so that everything sort of meets in Labor Records?
- BERNADETTEMERCE6 years agoQrew TraineeI have the following relationships:
1 project to many Tasks
1 task to many labors
1 employee to many labors
I'm pretty sure I have the table relationships correct. It's the next step that i'm having trouble with. - EvanMartinez6 years agoQrew EliteHi Bernadette,
If you go into your table settings in the labor table and go under the table to table relationships and access the relationships between employee and labor. Do you currently have Labor Rate coming down from the Employee table as a look up field in that relationship? If so is that field showing up correctly on a labor record with an Employee who has a value in his labor rate field? - BERNADETTEMERCE6 years agoQrew Trainee
- BERNADETTEMERCE6 years agoQrew Traineeno. the labor rate is blank.
- EvanMartinez6 years agoQrew EliteI can see part of the issue with that relationship information. Your relationship is being informed by a field that was created called Related Employee that brings down your Employee records entirely separate from your existing Employee Name field. The relationship isn't populated currently. You would need to edit that record and using the labor rate select the correct employee record and then see if it is bringing down the right values.
- BERNADETTEMERCE6 years agoQrew TraineeI got it to work!!!! you are amazing!!! now I need to figure out how to put in a calculation of the labor rate multiplied by the actual hours!
- EvanMartinez6 years agoQrew EliteExcellent I am glad to hear that worked. Setting up relationships can take some getting used to when you start adding look up fields and summaries.
- BERNADETTEMERCE6 years agoQrew Traineeone more quick question. can you tell me how I can add a field that will multiply the actual hours by the labor rate?
- EvanMartinez6 years agoQrew EliteHi Bernadette you would want to make a new field that is a formula-numeric field type. Then once you have that new field you can open up the field's settings and put in your formula which would look something like
[Employee - Labor Rate]*[Name of actual hours field]
Then you can see what results you get and if they are close to what you are expecting or if the formula needs some more adjustment.