Forum Discussion

HimanshuSharma's avatar
HimanshuSharma
Qrew Trainee
6 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...
Relationships
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
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
6 years ago
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
    6 years ago
    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
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    • HimanshuSharma's avatar
      HimanshuSharma
      Qrew Trainee
      6 years ago
      Project & Country Relationship:

      Drop Down in Add Project Page:

      The values are not appearing as Country Names (France, India, USA, UK).

      I tried changing Add Country properties(this is the drop down appearing in Add Project form):

      Chose "Select Shared Field"-> Chose App -> Chose Table Countries & Field name Country Name

      On saving it gives a length error







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      Himanshu Sharma
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