Dec 03, 2021 07:21 AM
Table 1- Stakeholder’s Directory is my database for all the internal & external stakeholders (Here they are not linked to any Project). Example of detail I enter here is as follows-
Stakeholder name
Email,
Company,
Department,
Role,
Level
Table 2 - Internal Stakeholder information only
List of all the Internal Stakeholders linked to different Projects.
Here I enter each Internal stakeholders name, with whom I have interacted with against the different Project. I also enter Kind of engagement done with these stakeholders. Example of detail -
Stakeholder Name
Company
Role
Department
Kind of Engagement with them
Table 3- Achievements detail of Projects. This is list of achievements for different Projects. I also enter information here about Stakeholders I have contacted, date contacted on and kind of interaction. Example of detail-
Achievements
Subtask
Stakeholders contacted
Link and Interaction between tables-
Table 1 & 2
I have successfully linked Table 1 and 2. While working on Table 2, I can pull the relevant Stakeholder information (Name & Role, department) from table 1 and can also add other information like Kind of interaction done by adding new column in Table 2. If I add a new Stakeholders name this also get update in Table 1.
Table 1, 2 & 3
While working on Table 3, I want to enter Stakeholders names against the achievement and want it to get updated in table 2 and Table 1 at the same time.
Here it gets Tricky. If I want to fill up information from Table 3 only, I cannot do it easily, I see all the information from the table 1 & 2 (Look up fields, Hidden fields) before filling up the relevant information inn relevant columns.
Looking forward to suggestions.
Dec 08, 2021 06:15 AM
Hi @Leena_Chpudhary,
I have a question here.
If you are set on the separation asked above, I recommend using another look-up to go from Table 2 to Table 1 that would pull the same info as a look-up from Table 3 to Table 2. Those will update at the same time and should give you what you want, provided I understand your application correctly from your description.
Thanks,
Chris
Dec 09, 2021 01:28 AM
Thank you for replying.
In my Team, different Projects are being handled. And same clients can be approached for different Projects on different dates.
If I combine information of Table 1 & 2. I have to enter name of same stakeholder twice may be thrice with different date (date on which he got contacted) and different Project.
Dec 09, 2021 05:31 PM
Do you use anything to distinguish one project form another like a project number?