Dec 29, 2022 11:49 AM
I currently have 2 tables:
On Each project there are assigned multiple roles from people which are each linked columns, i.e.
The reason I do this and not via a look up is because you can have many people working on a project but only a few will assume full responsibility.
So now on the people table I am left with 6 project columns, which is fine and I can just hide these, but what I would like is for them to roll up into a single column where I can still get the functionality of a linked cell so that when I use interfaces or navigate I can still access the linked records from a single place vs 6.
Dec 30, 2022 06:27 AM
Hi can you show (png) your tables?
Dec 30, 2022 08:28 AM
Person Table
Project Table
These are the column headers. As you can see for each project I want to break out to the different roles and the tables are linked to a many to many relationship.
I would like for the 6 columns in the people table to aggregate into 1 column while allows me to keep the record links.
Current Options I have that I don't like:
Dec 30, 2022 09:32 AM
I don't know if this do the job for you,
Add a Junction Table between your tables to define Role, and assigne project and people from that table
Add a formulas ToPeoples (Project / Role), ToProjects (People / Role)
Show these fields in both tables Peoples and Project.
(see attached file)
Let me know
Dec 30, 2022 10:57 AM
hey, thanks for the reply but not exactly what I was looking for.
I would like to have a person be the record and the column to aggregate all of the projects within the 6 columns on the people table as a way to then plug into an interface down the road. The method you shows now creates a unique id tied to the combination of the person, project, and role.
I think I'll just lose the record link and go with one of the methods I listed above. Still really appreciate the help here.
Dec 30, 2022 12:29 PM
Ok, good luck, Happy New Year
Dec 31, 2022 06:25 AM
Hm, what if you had a junction table between `People` and `Projects` called `Roles` or something?
Then each record in `Roles` would be linked to both `People` and `Projects`, and you'd set each person's role per project as needed?
You'd then add a bunch of lookups to the `Roles` table to pull data to the other tables as needed
Jan 05, 2023 11:05 AM
yeah this is likely what I'll be moving towards, but I wanted to keep the ability to access the record from this field. With a look up I lose the ability to click on the record directly. Reason I want this is to have navigation available via the interface features.
Jan 06, 2023 10:36 PM
Woah, apologies to you both. I don't know how I missed the conversation between you two and realize now that I just repeated Sylvain's suggestion. Thank you for being so gracious with me
Hmm, if it helps, I'm able to click on a linked record inside a lookup in an Interace of type "Record Summary"?
And here's how the data's set up
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You won't be able to do it via a "Grid" Interface element, but then when I tried to click through to a normal linked record via the "Grid" Interface element I couldn't get that to work either. (Do let me know if I'm doing something wrong!)