Summary Table Question
I need my Report Columns to show only one instance of a team and not 5,6,7 etc... rows where that team has executed a job. For example SPP-35 will be executing two jobs, but each job is on it's own row. The managers want to see both jobs, on a single row... is this possible in a Summary Table? Or can I do this thru a query? If so, how?
Get Record IDs from Report Link
I have three tables Templates, Template_Events & Template_SubEvents. Templates has a relationship with Template_Events, Template_Events has a relationship with Template_SubEvents, and Template_SubEvents has two self-identifying relationships (this allows for different Template_SubEvents to be selected in two places on the form). What I'm needing to do is prevent a circular dependency in the Template_SubEvents table. What I've come up with is using a Text field (Hierarchy List) to store the Child record(s) ID and the Child records of its Parent. For example: If I have Record IDs of 1, 2, 3 & 4. 2 is a Child of 1. 3 is a Child 1. 1 is a Child of 4. In the Hierarchy List for ID# 4 would be "1,2,3". In the Hierarchy List for ID# 1 would be "2,3". So ID# 4 wouldn't be able to be the Child of the records 1, 2 or 3. A formula field would compare the contents of Hierarchy List field to the selection made in the Parent_SubEvent ID field and then a Dynamic Form Rule would display a message if the formula equaled 'Y'. I'm attempting to get the Child Records from a Report Link but that is proving difficult. I have the current formula ToText(GetFieldValues(GetRecords("{228.GT.0}", "bt6eizk88"), 178)) but it's displaying the same values for ALL records. fID '228' is a summary field that counts the number of Child records. fID '178' is one of the Report Link fields. Am I on the right track for something like this or is there a better way to prevent a circular dependency? I thought about creating another table and storing Child, Parent and Grand-Parent ID but got feedback to try and make the Hierarchy List field work.
Choosing Approvers from Related Table
Hi all -- two part question here. I am trying to create a change approval flow for a complicated approval matrix. I have designed a table to pull user names for each approval "role" from a related table based on a field (region) in the record. Where I am getting hung up is that depending on the content of another field (change type) some "roles" don't need to approve. I thought I could create a dynamic form rule to delete the content in the unrequired "role" fields, but realize that I cannot change that data since it is pulling from the related table. Is there a better way to manage this matrix with multiple dependencies? Example below: The linked Table contains Multiple Regions Role--> Finance Operations Marketing Region Asia Bill Liam Anne Europe Steph Paul Maria Each Record in the Change Request table is linked to the region and has a change request type. For change type 1, I need approvers from all roles. For change type 2, I don't need Marketing. Part 2 of the question is that I would like to send email notifications only to the selected approvers. Is there a way to send a notification to the users in the names of multiple fields with one notification, or do I need 3 notifications to send to Finance, Operations, and Marketing? Thanks in advance! Chuck
