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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Sorry if i'm posting this in the wrong forum, I haven't been here for a long time and I'm not sure where this fits exactly.

I have a simple database which will track "meeting minutes". It will be used by three managers with about 25 employees each. I created a database with three tables: MeetingMinutes, Staff and Attendance. I can't seem to figure out a way to flag Staff members with a checkbox in the Attendance table so only those that attended a specific meeting show up in a portal in MeetingMinutes table.

To be more specific: A manager enters text into several text fields containing the minutes in the MeetingMinutes table. The manager then goes to the Attendance record which is a layout in the Attendance table, enters the date and his/her manager number. Once the manager number is entered, that manager's employees (and only those employees) show up via relation from the Staff table (mgrNo-->mgrNo). Now I want to flag only those employees that attended that meeting via simple checkbox. Once that is accomplished, only those employees show up in a portal in a layout in the "minutes" table with a simple date_of_meeting--->date_of_meeting relation.

I know this is fairly simple for the experts, but I can't seem to see my way thru this.

Thanks in advance,

Posted

If you use a check box method, keep in mind you'll end up with a multi key. Not a problem, just be aware.

Everything can be done from the Meeting minutes layout. Use the Attendance file and your "join" file - sort of. The attendance file will hold your meetingID and a single field that will contain multiple staff IDs.

In your Meeting minutes, show the realted field, Staff ID. Then format the staff ID to a check box field that only shows the managers related employees.

Unless there's a reason you want the attendance file, you coudl do away with it becuase your using the mutli key method. You coudl simply have an "attendee field" in the meeting minutes and check off those that attended.

I've atatched an example of the three table method you were after. No fancy interface, just the structure. Note that the realtionships are set to allow for creation of related records in all directions.

Meeting.zip

  • Newbies
Posted

BruceJ,

Thank you very much, I'm still grasping some of the concepts in your sample file, but I thing I'm getting it. I'll work with that and see how it'll fit in.

The reason I wanted to use a portal in Meetings, is that I need to have the whole MeetingMinutes thing print and I only want the attendees to show up. However, I haven't gotten that far with the database yet.

Posted

The reason I wanted to use a portal in Meetings, is that I need to have the whole MeetingMinutes thing print and I only want the attendees to show up.

In the Meeting minutes, even though you may have the layout formatted to show all of the managers employees with check boxes by their names, if the print layout the same field was NOT formatted as a check box field, it would only show those names your checked as attended.

  • Newbies
Posted

if the print layout the same field was NOT formatted as a check box field, it would only show those names your checked as attended.

That's great.

I got your method to work in my file, however the checkboxes don't work. I'm assuming it's due to the fact that the employee name field is a calculation consisting of "first_name" & "last_name".

thanks again,

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