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HannahEngelson's avatar
HannahEngelson
Qrew Trainee
23 hours ago
Solved

Primary and Secondary Contacts from Table

I'm pretty sure this is a simple many-to-many relationship, but my brain hitting a wall and cannot comprehend how to set this up.

We have an app in development where employees can submit reports of things happening in their day to day. Each report is then "assigned" to a person or department from a Responder table to follow up. I most cases, each report will only have one Responder so I have a normal one to many relationship set up currently. Now, occasionally, we have a situation where there will be a Primary Responder, but another department/s or person/people are included for line of sight/further conversation, ie Secondary Responder/s. 

I would like to have two fields, one for primary and one for secondary so I can differentiate between the two when the Pipeline kicks out the email to everyone. Is this a simple many-to-many relationship or is this going to be a bit more complex? Thank you!

  • I think in this case, a simple stupid solution is the best. You just want to duplicate that same one to many relationship. So perhaps before you do that you would look at the current relationship and rename the fields to be primary responder and related primary responder, names like that.

    And then just make that relationship all over again, except call it related secondary responder and secondary responder and put both primary responder and secondary responder on the form. 

2 Replies

  • Mark, I guess I didn't realize you could have a relationship between two tables more than once. This is brilliant. Thank you!

  • I think in this case, a simple stupid solution is the best. You just want to duplicate that same one to many relationship. So perhaps before you do that you would look at the current relationship and rename the fields to be primary responder and related primary responder, names like that.

    And then just make that relationship all over again, except call it related secondary responder and secondary responder and put both primary responder and secondary responder on the form.