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Question

Cross-link app and relating project to activity

  • July 25, 2019
  • 0 replies
  • 38 views
I have 2 apps.  One has a Project Table (app1) the other has an Activities table (app2).  The activities table pulls in emails from SendToQuickbase.  Activities is a child table of Companies.  Projects is not cross-linked directly to Companies but it does have a related companies field from a relationship to another table called Opportunities (cross-linked to app2).  Opportunities is not linked to Activities.

So what I want is when the new record is created in Activities that is will connect to the related project through sharing the related company so that on the projects table I can see the Activities related to the related company.

Hopefully I explained this well, if not I can provide any additional info needed.


Hopefully this might be more clear....

Here is the outline and what I am trying to accomplish.

 

App 1 ? CRM

App2 ? Project Management and Workflow

 

App 1 Tables (related to this scenario)

Each COMPANY has many ACTIVITIES

Each COMPANY has many OPPORTUNITIES

 

App 2 Tables

Each (App 1) COMPANY has many PROJECTS

Each (App 1) OPPORTUNITIES has many PROJECTS

 

What I am looking to do is to have the PROJECTS show all ACTIVITIES related to the COMPANY that is related to the PROJECT.
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      • ArchiveUser
      • Registered
      • July 29, 2019
      You'll want to create a Report Link field on the table where you want the data to appear. In the properties of this field, you'll want to set it so that the field on that table that holds the Record ID# of the Company is an exact match to the field that holds that information on the Activities table.
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