Forum Discussion
LauraThacker
Qrew Captain
Minda,
OK, so I saw this as an interesting challenge. To demonstrate it more clearly I built an application that I have opened to everyone on the internet.
What this application/structure does is to take each Task Group (Bidding, Kick Off, Creative etc.) and build a calendar around those specific groups for each Project.
Tables:
Table 1: Projects (key field can be Record ID# or whatever you already have it as)
Table 2: Task Groups (key field should ideally be the [Task Group] name)
Table 3: Tasks (these are the individual Tasks that are associated to a Project - each must have a Task ID# for sorting/organization purposes)
Table 4: Task Calendar (this is the new table)
Custom Key Fields (for 2 tables):
Task Groups [Task Group Name]
Task Calendar [Key]
Relationships:
Projects < Task
Task Groups < Tasks
Task Groups < Task Calendars
Task Calendar < Tasks
Relationship Summary Fields:
[Start Date] - Summarize min [Start Date]
[End Date] - Summarize min [End Date]
Projects Table Custom Fields:
[Task Calendar] Report Link field
[Record ID#] is equal to Task Calendar table [Related Project]
Tasks Table Custom Fields:
[Task Calendar Calc]
[Related Project]&"-"&[Task Group Name]
[Report Link for QBActions]
Create a report link field looking for the [Record ID#] of the Tasks Table and in the same application find the Tasks-table [Record ID#]
[Valid]
TRUE
Relationship Lookup Fields:
Task Calendar [Valid] into Tasks as [Valid Task Calendar]
Form Rules
In Tasks, when [Related Project] is not blank and [Group Name] is not blank,
change [Related Task Calendar] to the value [Task Calendar Calc]
Automations:
QuickBase Action #1 - When a [Task] is added or modified; then create a record in the [Task Calendar] table and populate the [Key] with the value [Task Calendar Calc] field value. Populate the [Related Project] with [Related Project]. Populate the [Task Group Name] with the [Task Group Name]
QuickBase Action #2 - When a [Task] is added or modified; then update related records ([Report Link for QB Actions)] and populate [Related Task Calendar] with [Related Task Calendar Calc]
Calendar Report:
Build a calendar-type report in your Task Calendar table using the [Start Date] and [End Date] values.
Colorize the data based on the [Task Group Name] values so that the same Task Groups are colored the same for different Projects.
Use the Projects-table [Task Calendar] report link field to display a calendar report inside the Project form.
Application: https://laurahillier.quickbase.com/db/bpsp766gj
I labelled the Group Names with a numeric-prefix for sorting/organizing - but you could use a separate field in that table and use lookup-fields to achieve the same thing (they would look much nicer that way).
OK, so I saw this as an interesting challenge. To demonstrate it more clearly I built an application that I have opened to everyone on the internet.
What this application/structure does is to take each Task Group (Bidding, Kick Off, Creative etc.) and build a calendar around those specific groups for each Project.
Tables:
Table 1: Projects (key field can be Record ID# or whatever you already have it as)
Table 2: Task Groups (key field should ideally be the [Task Group] name)
Table 3: Tasks (these are the individual Tasks that are associated to a Project - each must have a Task ID# for sorting/organization purposes)
Table 4: Task Calendar (this is the new table)
Custom Key Fields (for 2 tables):
Task Groups [Task Group Name]
Task Calendar [Key]
Relationships:
Projects < Task
Task Groups < Tasks
Task Groups < Task Calendars
Task Calendar < Tasks
Relationship Summary Fields:
[Start Date] - Summarize min [Start Date]
[End Date] - Summarize min [End Date]
Projects Table Custom Fields:
[Task Calendar] Report Link field
[Record ID#] is equal to Task Calendar table [Related Project]
Tasks Table Custom Fields:
[Task Calendar Calc]
[Related Project]&"-"&[Task Group Name]
[Report Link for QBActions]
Create a report link field looking for the [Record ID#] of the Tasks Table and in the same application find the Tasks-table [Record ID#]
[Valid]
TRUE
Relationship Lookup Fields:
Task Calendar [Valid] into Tasks as [Valid Task Calendar]
Form Rules
In Tasks, when [Related Project] is not blank and [Group Name] is not blank,
change [Related Task Calendar] to the value [Task Calendar Calc]
Automations:
QuickBase Action #1 - When a [Task] is added or modified; then create a record in the [Task Calendar] table and populate the [Key] with the value [Task Calendar Calc] field value. Populate the [Related Project] with [Related Project]. Populate the [Task Group Name] with the [Task Group Name]
QuickBase Action #2 - When a [Task] is added or modified; then update related records ([Report Link for QB Actions)] and populate [Related Task Calendar] with [Related Task Calendar Calc]
Calendar Report:
Build a calendar-type report in your Task Calendar table using the [Start Date] and [End Date] values.
Colorize the data based on the [Task Group Name] values so that the same Task Groups are colored the same for different Projects.
Use the Projects-table [Task Calendar] report link field to display a calendar report inside the Project form.
Application: https://laurahillier.quickbase.com/db/bpsp766gj
I labelled the Group Names with a numeric-prefix for sorting/organizing - but you could use a separate field in that table and use lookup-fields to achieve the same thing (they would look much nicer that way).
MindaMay
5 years agoQrew Cadet
This sounds very promising. I'm looking at your app now. Thanks so much for this!