Sep 14, 2023 12:49 AM - edited Sep 14, 2023 01:40 AM
I'm working on an employee directory and the context I'm trying to optimize for is when an organization is downscaling.
My base has these tables
In short what I'm trying to achieve is that when an employee is matched with a New Org Role a new record is automatically created in Assessments where I list the employee, the role and the manager that is reponsible for assessing that employee for the role. The plan is to then send a notification to the manager to conduct the assessment. It should look something like this:
In this example the main column is a concat, the "Employee" and "Assessment" by column is linked to the Employee Directory and "New Org Role" linked to New Org Roles. The "Assessment" column is a free text field that I plan to expose in a form.
My challenge is that an employee can be a candidate for several roles, and a role can have several candidates - as can be seen in this example.
I have gotten as far as parsing the candidates field into text with an IF and Replace
With that I can create new records in the Assessment table via an automation. But in that same automation I'm having a hard time appending the right role (naturally as I have parsed it to text and not a relation).
so here I am a bit stuck and wondering if anyone has any ideas on how to solve this in either a different way or with som automation magic that would help me on the way?
Sep 14, 2023 02:59 AM
Hi,
please clarify what's the trigger and how the Roles table looks like.
Sep 14, 2023 03:10 AM
The trigger would be manually adding a employee as a candidate for a role.
The New Org Roles table looks like this:
Sep 14, 2023 07:20 AM
to be honest, I cannot understand what's the problem then. just put the id of trigger record to link to it.
Sep 15, 2023 03:18 AM
Well, if that was the case it would be easy. If I set up an automation like that I'd end up with the problem of multiple employees in the same cell:
So I need a single employee in each row with the correct role attached.