Check a checkbox in table A if a condition in related table B is true

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I have two tables:

Table A is used to track vacations for our team.
Table B is used for work shift scheduling

I want to put a checkbox in the table B form that is automatically checked if that particular work day falls on a day that the corresponding employee is scheduled off because they have an approved vacation recorded on table A.

So basically I think I need to write a formula that checks the table A and sees if that employee is scheduled off, and if so, checks the box on table B. But I have no idea how to accomplish this. Help?


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Posted 1 year ago

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Matthew Neil

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I've had to implement this type of thing several times.  

You will want an "Employee Days" table and a "Days" table.

Assuming you already have an "Employees" table, a "Shifts" table, and a "PTO/Vacation" table.

Then you can connect all the employee days records to the respective shifts and PTO records through a formula relationship.  Thus you can easily filter out the employees that are "out"

Matthew Neil - Product Specialist