Tracking demo product checkout

I am looking for suggestions on how to set up a table to track demo items that we check out to customers. My initial thought is to create a table for each type of item that is checked out (bikes, wheels, suspension forks) that includes the description of the item, and an identifier. I would also like to keep track of how many times each product is checked out, who checked it out, for how long, and any notes related to the individual checkout. I have a pretty good idea of how to tie in this additional info on the individual checkout from a second table.

What I am struggling with is how to set up an additional overview table that shows only what items are currently checked out, when they went out, and when they are expected back. I suppose I could put a check box for “checked out?” on the item record but I am not sure how to setup the overview table to scan multiple item tables to establish what is checked out. Would I need to list all the items on a single table?

Any suggestions are appreciated!

I would create a View in the Items table.

  • Add a Rollup field to Start Dates, and use MAX() as the function.
  • The same for the End Dates.
  • Add a Formula field to check if TODAY() is between those dates and outputs a value (Yes, for instance).
  • Add a Filter for that last field and the Yes value.

My formula:

IF(
	AND(
		{Last Start} <= TODAY(),
		TODAY() <= {Last End}
	),
	'Yes', 
	'No'
)
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Thanks! That looks like it will work. I’m working on formatting my table.

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