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Question

Creating a project that references multiple rows from another table

T
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(I suspect this has been answered before, but I’m having a hard time figuring out how to search for it. Apologies in advance.)

I have a table that includes several hundred rental product models. This table is called ‘Fixtures’.

I have a table for individual projects called ‘Projects’.

For each given Project, I will want to link a Client (I know how to do that) and then I want to create a document where I can list an allocation of equipment needs for the project that pulls in data from Fixtures.

The final output needs to be a multi-page printable document that looks something like this…

--

Project

Client

(Qty) (Fixture B) 

(Qty) (Fixture Q)

(Qty) (Fixture AN)

…

 

--

So this is roughly equivalent to creating a sales estimate, but ideally pulls in data from the Fixtures table to then populate additional related info.

If anyone could point me to a relevant sample base or offer any insight, I would appreciate it.

    2 replies

    Mike_AutomaticN
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    Hey ​@thevoiceofphilgilbert!

    To achieve that you’l need to:

    1. Set up proper database architecutre
    2. Use some document geenration software -or Airtable’s Page Designer Extension 

     

    Regarding the architecture, you’ll want to have an additional table called Project Line Items.
    Under Project Line Items you’ll have 3 fields.
    Project (linked field - only one selection)
    Fixture (linked field - only one selection)
    Qty

    This is then the information that you would push to the corresponding document (for example, page designer).

    As you start building you might come up with some additional questions, in which case feel free to post new comments on this Post. Otherwise, feel free to reach out and we can have a 10 min conversation on this matter. Happy to help.

    Mike, Consultant @ Automatic Nation

    T
    Forum|alt.badge.img+2

    Thanks so much. Will do.

    Reply


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