Summary field based upon two relationships
Within our database, Work Orders (WO) could have more than one Site Visit - so if a Work Order requires visits over multiple days or technicians from different Deployment Partners (DP), each day and e...
Forum Discussion
Are your site visits connected to your Invoices?
If so, you can have multiple site visits per invoice, and then summarize the data directly.
I'm also assuming you make an invoice for each of the DPs. So each WO may have many invoices.
This might require some script to avoid manually connecting the visits to the invoice after the fact if you don't want to do it manually.
Let me know some more about your set up, or if you want to chat some time about how to solve this.
If so, you can have multiple site visits per invoice, and then summarize the data directly.
I'm also assuming you make an invoice for each of the DPs. So each WO may have many invoices.
This might require some script to avoid manually connecting the visits to the invoice after the fact if you don't want to do it manually.
Let me know some more about your set up, or if you want to chat some time about how to solve this.