ChinmayDhandhan
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Joined 5 years ago
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Change field data type from ""Text (Reference Proxy)"" to ""Multi Select Text
I have 2 tables "Risk" and "Team Members". Team members -> Risks in a One to Many relationship. The reference field in Risks is called "Assigned to" where I can select the team member to assign the risk to from a dropdown in forms. I now want to change the "Assigned to" to a multi-select text because a risk needs to be assigned to multiple people. How can I change it to multi-select without breaking the table relationship and reference?Re: Creating multiple reference fields
An "Owner" is the one who owns the action item. He is responsible for getting it done. (This is not a record owner) "Assigned to" is the person to whom the action item is assigned. He is the guy working on that action item. They are both Dropdown fields that reference "Team Members" but can have different values. Eg. Team Members can have John Smith and James Wyatt, and 1000 other people. John Smith can be the owner of the Action Item and James Wyatt can be the "Assigned to"Creating multiple reference fields
Hi, I have a table called "Team Members" which has a field called "Full Name" I have a table called "Action Items" which has fields called "Owner" and "Assigned to". Both "Owner" and "Assigned to" should take the "Full Name" from "Team Members" It was easy to create just "Owner" by creating One-to-Many "Team Members->Action Items" But now how do I create "Assigned to"? I tried to duplicate "Owner" and Rename it, but then they both take the same value.How to display a record in summary report even if there is no item in it?
Please look at the below screenshot. You see how "2- Significant" is missing in the summary table? It is because there are no records with that entry. I still want it to display with a "-" To be clearer, Risk Impact is a multiple choice text field, so is Risk ProbabilityNeed Help with user Permissions
Hi, I have a table called Projects. In this table there is a record with the name 'Data' I also have another table called 'Action Items'. Project and Action Items are in a One - Many relationship. When people add a record in action item, they are REQUIRED to input the Project name which is a reference column. I also have a user role called Data PM. Now, I want - When the Data PM ADDS a new record, in the Project Name dropdown they should only see Data. They should however be allowed to VIEW reports and metrics of all the projects. I was able to make this partially possible by limiting the view access of Projects table to record that contains 'Data'. But by doing this it hides other projects from the reports too. I want all the users to be able to see the reports. How can I make this possible?Red Amber Green Status based on other fields - Please help
Hi, I have a table called Risk I want to create 3 Fields - Risk Impact, Risk Probability, and RAG Status as shown below: What should be the field type for Impact and Probability. Ideally I would like it to be numeric. But if it is numeric it should also display the description for each number. I guess I can also put it as text and have options such as '1 - Extremely Remote'. In that case what will be the formula for RAG status? Thanks
