Hi,
So I have two tables. One table has a bunch of clients that have been assigned a certain assignee/person.
The second table wants to be able to keep track of how many clients are assigned to each assignee/person.
How would I be able to do this? I've tried to link and lookup and count but nothing seems to work.
Thanks.
Hello,
Assignee field in your "client" table must be a linked field to an "Assignee" table (one row for each assignee in this table):
Once you have done that, you can add a "count" type field in the "Assignee" table to get the number of clients for each assignee:
Field Nb Clients is defined as such (company being the client table in this example):
Note that Assignee table can be created directly from you client table by changing Assigne field type to "link to another record"; you will then have the possibility to choose the option "create a new table".
Regards,
Pascal
Hello,
Assignee field in your "client" table must be a linked field to an "Assignee" table (one row for each assignee in this table):
Once you have done that, you can add a "count" type field in the "Assignee" table to get the number of clients for each assignee:
Field Nb Clients is defined as such (company being the client table in this example):
Note that Assignee table can be created directly from you client table by changing Assigne field type to "link to another record"; you will then have the possibility to choose the option "create a new table".
Regards,
Pascal
How can I make it so that I don't have to link it to the assignee field in the assignee table. I don't really want to be linking those two.
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