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Need a solution on table to table relationships

  • September 15, 2020
  • 0 replies
  • 33 views
Hi,

I am having a problem with my App. So I have two tables, one called "leases", the other called "daily reports".
"leases" is a table of each individual lease signed including info like property, date of move-in, and date of move-out; "daily report" will be used by property managers to submit a daily operation report.
What I want to achieve is whenever a property manager select a property and date in "daily report", the QB could filter and summarize the data in "leases" and show the occupancy of that very date in "daily report"
I know I can make it happen by simply make a summary report but I want to make the result appear in one of the "daily report" fields, so when the property manager submits a report, he/she could check the result.
I tried table to table relationship but it seems this is not a one to many relationship, because one daily report could include many leases based on the date and property, and one lease could be used on many reports.

Please let me know if anyone can help me out, many thanks!

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    MarkShnierYou
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    I suggest that you first get the Property Record to calculate the current occupancy %.  Then on the daily report for that Property, lookup that value and then use a snapshot field to freeze its value.  Here is some help on snapshot fields 

    https://help.quickbase.com/user-assistance/setting_up_snapshot_fields.html

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
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    Mark Shnier. Your Quickbase Coach
    • BlakeHarrison
    • Registered
    • September 15, 2020
    Your application structure will need to be a little more complex to achieve this. Instead of just Leases and Daily Reports, you'll have to have another table that is a child to both of these - possibly a Lease Reports table or something. This is the table that you would use to capture the Lease information as of that date - using Snapshot fields, probably. 

    If you're comfortable with Automations, you could setup something to automatically generate these records each day, so that the Property Managers would just need to complete any additional information that might be necessary.

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    Blake Harrison - DataBlender.io
    Quick Base Solution Provider
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