How do I add bulk items without serial numbers within assets in the field with serial numbers?

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered

I am having trouble conceptualizing how to set up bulk items in our application.  We have assets out in the field with serial numbers, but within those assets we need to track our bulk items (which are filters) that we need to service and change every year.  We do not have serial numbers for these, we track them by date and type. 

How would I set up a table to table relationship with the filters being a part of the asset with the serial number?  

I should also mention these filters may also be "stand alone" and not necessarily attached to one asset!

Photo of Molly


  • 0 Points

Posted 3 years ago

  • 0
  • 1
Photo of Scott


  • 334 Points 250 badge 2x thumb
Hi Molly,

Here's my understanding of your question...

You've got a thing that has a serial number.  Each thing has a filter that can be added to it.  There are certain types of filters, but they can be applied to any serial number.

Table #1 - Thing with a serial number.

Table #2 - Filter record.

(Optional) Table #3 - Filter item.

There's an optional third table that you may use if there are more than a few filter types and you need to store information about the specific filter.  (It's white, its long 13", its cross hatched)

You'll want to set table #1 and table #2 up in a relationship so that there are many filters to a serial number.  If you are omitting table #3, then you'll use a text - multiple choice field on table 2 to select the type of filter.  You'll also want to add expiratory dates and other important things to the filter record table even if you are using table #3.  

If you're using table #3 then you'll set a filter item to have many filter records.  When you add a filter record to a serial number, you can add what type of filter item to that record as well.  On the filter item table, you should include information about the filter that does not pertain to any job.  Filter description, size, shape, how long it lasts, etc.

A text schematic of the table layout will be something like...

Serial Number Thing (T1) --> Filter Record (T2) <-- Filter Item (T3)

Let me know if you need to clarify my answer, but this should solve your issue.