Am I able to link two records in the same table together?
I have two tables called “Contacts” and “Attendance”
Each meeting, I record attendance and which contact meeting with who since the last meeting
Each new meeting is identified by date and the “Attendance” table is grouped by date to identify the meetings
If Ann has a meeting with Greg, I’d like to add Greg to ann’s record in that meeting, but I’d also like Ann’s name to be added to Greg’s record for that meeting. While I could scroll back and forth during the meeting double-entering every entry, I feel that there’s an easier way to do this.
The goal is to track how many “one-on-ones” each person has had since the last meeting. Perhaps I need a new table or a different methods of database design.
Hopefully someone is willing to help me out on this. Thank you in advance.
Sorry for the delay. I’ve read through this more carefully now. One area I’m confused about is the difference between a ‘meeting’ and a ‘one-on-one.’ How are each being tracked?
As far as design goes, so far I’m imagining you could have something like what’s below, but it doesn’t yet take into consideration one-on-ones and what you’d like to do with them. If you share additional information can you try to format it like I am so we’re on the same page?
Name (single line text)
Meetings (linked records: attendance table)
Date (date field)
Contacts in Attendance (linked records: contact table)
Hey Zollie. No worries! I certainly appreciate whatever help you can offer.
My tables are quite a bit more complex than your example, but you’ve got the basic premise down.
Regarding “Meetings” vs “One-on-ones”, a meeting is held every week where I need to take attendance, track leads, record guests, and so on. A One-on-one is where two attendees meet outside of the weekly meetings. Moderately confusing, I know, but we track these one-on-ones and award points at the end of a quarter based on leads, one-to-ones, guests, business, and so on.
My attendance table is set up as below:
Regarding the Met With column in the Attendance table, If Jason met with Sally, I’d like to add Sally’s name to Jason’s attendance record, but also somehow show that sally met with Jason during that period. Do I need another table? What would that schema look like?
I hope this clarifies my request a bit. Again, I appreciate any help you can offer.
With the setup below, you’d be able to group the One-on-Ones by ‘Last Meeting,’ then manually filter by each person’s name. That way each ‘Last Meeting’ group would display a count for how many meetings that person had attended. But you’d of course need to do that for each contact you’re trying to lookup.
Attendees (linked Contacts)
Last Meeting (linked Meeting)
Attendee (linked Contact)
Meeting (linked Meeting)
Quick Scripted Solution Pseudocode
If you ended up using the scripting block, one approach would be record a granular contact by contact count to a field in Contacts.
One-on-Ones Since Last Meeting (Integer)
Ideal Solution Pseudocode
But this runs the risk of displaying the wrong meeting if you’re putting in future dates. So it’d be better to record a historical account for each meeting. For instance, by instead recording the full count for each meeting in Meetings.
One-on-One Totals (Long Text)
Hope this helps some.