Forum Discussion

HimanshuSharma's avatar
HimanshuSharma
Qrew Trainee
5 years ago

Relating Existing Projects to Countries(in Team Complete Project Manager sample app)

Hello,

Reference here is the "Team Complete Project Manager sample app", Table to consider is:

  • Project

Let us just say after addition of 50 Projects there comes a need of relating them to countries which basically means "A Project is running in one or more countries".  Countries were not in the picture when the app building initially started but is required now.

For this the Countries table was created(storing just a list of countries) & related to the Projects table(type Text (reference proxy) on Project Name), what would be the provisions of relating existing 50 Projects to their corresponding Country values?( I was exploring usage of API_ImportFromCSV, was wondering if there are more efficient ways to do this in case existing Projects number is much larger than 50?) 

Also 1 Project can have many countries so it has to appear as multi select field in the Add Projects form.

Similar need is encountered in a real application, Please suggest.

 

 



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Himanshu Sharma
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  • Typically this would be done with a many to many relationship.  One Project has Many Project-Country Assignments and One Country has Many Project Country Assignments.  There are techniques to help quickly assign countries to a project so they don't have to be done in a typical "Add Child method.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • HimanshuSharma's avatar
      HimanshuSharma
      Qrew Trainee
      Thanks for replying Mark.
      I agree with the suggestion of the type of relationship.

      Let me elaborate the scenario little further:

                   Projects                                                               Countries(was introduced late in the development, 
      1)       ABC Campaign                                               1)  France

      2)      PQR initiative                                                    2)  India

      3)       XYZ Intercom                                                   3) UK

      4)       LMN ....                                                               4) USA
      5)       DEF .... 

          are 50 + like these                                                   ( there are 4 only for now)

      Project 1 could be running in India, UK, USA (at least 1), similarly any project can have any number of related countries.

      To Solve:

      • Client did not initially say anything about the Countries but later gave a list of each Project running in associated Countries which is needed to be incorporated in the QB app(that is when the Countries table was created).  how to efficiently update the 50+ Projects with associated countries?

      • From now on a New Project should be associated with 1 Country at least, so would need to have multi select list of Countries(from the Countries table) in the Add New Project form?  

      Thanks. :)

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      Himanshu Sharma
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Yes, if it's just a few countries, you can create a Multi select field.  It is not clear from you post what reporting you need by Country and a multi select field can be limiting down the road requiring the app to be reworked.

        But sure, just create a multi select field for country. 

        You can import into a multi select field via Excel by massaging the country list to be a semi colon delimited list.  You would need to export the Projects table along with its Key field (probably Record ID#]  and then add a column in Excel for the countries and  then import back onto the app.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------