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Assign Multiple users that belong to a particular team (Provider/Vendor) to one Case

  • September 25, 2017
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I have a table Called "Providers" and a table called "Case Management (cases)" Each provider may have multiple case workers assigned to them. Each provider may have multiple cases assigned to them. In the Case Management Table, I would like to Select a provider, and individually assigned multiple users (case workers) to a case. These case workers may belong to a specific provider.
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    • MelindaMcCoy
    • Registered
    • September 25, 2017
    I would like to know as well.  I am a traffic manager and would like to build collaborative tasks with multiple people assigned.  Is there a way to also have this show up in a calendar?  Right now i can only show 1 assigned user.
    • AlexWilkinson
    • Registered
    • September 25, 2017
    Steph, it sounds like you need to create many-to-many relationships, and I'm guessing that you work for a non-profit or social service agency. I've been building Quick Base apps for non-profits for several years, mostly pro bono, and have lots of experience with many-to-many tables, case management, and service provider apps. If my assumptions are correct, I'd be happy to consult with you pro bono. Please contact me via my Quick Base profile, or reply here with additional information about your circumstances.
    • AlexWilkinson
    • Registered
    • September 26, 2017
    Steph, if interested, you can reach me via http://www.able2pay.com/people.html
    • MCFNeil
    • Registered
    • September 26, 2017
    This is a fairly common need.  You will have 4 tables involved.

    Provider -> (has many) Case Workers
    Provider -> Cases

    Cases -> Case Assingments
    Case Workers -> Case Assignments

    The "Case Assignment" table is your joined table (sometimes incorrectly called a many-to-many).

    The kicker for this one will be to make sure that the "Case Worker" dropdown on the assignments table is conditional upon the [Related Provider].  That way you will only display the Case workers that are assigned to that particular Case.

    Does that help?  Let us know if you are stuck anywhere.
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