I am trying to create a template for one of our manager's scheduling needs. She would like to be able to schedule all employees one week at a time from the same report. I have already made a Grid Edit report for her but she is worried she will forget employees and dates. Is there a way to create a form or report that already has employees/dates filled in? (And then she just has to change where employees are going/times)
I am not too familiar with the copy master functionality so I am not sure if that is what I would use?
You already have the relationship where 1 EE has many Schedules. Make a New Relationship where 1 Scheduled Week has many Employee Schedules. Make a master record which would contain the typical set of records, so if you had 6 employees, there would be 30 records, (ie each employee has 5 records). This will be Record ID# 1 in the Scheduled Week table. Assuming that you are doing a 5 day schedule then the Scheduled Week would be entered with a date of a Monday. For this first record it does not matter which Monday any Monday will do.
One the detail record each employee schedule record would have a day of the week # called [day of week #], so 1,2,3,4,5 in the 5 records for John Smith. Then have a calculated date which has a formula of [date from weekly parent record] + days([day of week #]).
so, for example if the parent record is set for Monday August 3rd, then the 5 scheduled day will be for the 3,4,5,6,7th of August.
Now, lastly, make a button on the Parent Scheduled Week Record using the Settings / App management / Copy Master and Detail Record and as you follow the steps select the option to always copy the children form a particular record. Put the magic button on the Parent record.
So what will happen is the the Manager will enter the date for the Monday and then click the button to import the standard set of employee schedule records. In my example 30 records will be created and then they can be grid edited with the scheduled hours with no worry about missing any one. The child table can be set to be editable in form properties so just editing the Scheduled week record will allow for grid edit to that week's records.
As the Standard employee schedules changes from time to time, just edit that master record, and then the next time the standard are are copied to a new Scheduled Week, the new schedule will come in.
Sorry, Some days my logical thinking skills are just not there...like today clearly.
"There was an error copying the records.
Contact the application administrator with the error details below.
You do not have permission to add records to the table: bj5ukcn42"
I set it so she has full access to the table and also checked the box in app properties that said team members can copy (not sure if that has anything to do with this but figured I would try)