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Claris Engage 2025 - March 25-26 Austin Texas ×

Creating One Field or Multiple Fields To Filter Available Staff for a Shift


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Posted

Hello,

 

I am creating a "Staff table that will help me schedule part-time staff.

Each staff member has limited availability.

 

Right now I have one field called "Availability" and I am populating with the Checkbox option with all possible shifts: "Sun Day"; "Sun Eve"; "Mon Day"; "Mon Eve"; etc....

 

When doing a search for the available staff on a certain shift, it seems to be working well.

However, part of me is wondering whether to have a separate field for each shift with a "yes" checkbox option.

 

I don't have enough experience yet to see the inherent danger or benefits involved with the different methods.

 

Can anyone enlighten me on the pros/cons? Or perhaps another method I might be unaware of?

 

Thank you.

 

 

 

Posted

 create a new calculation field in zz_FindShifttName_ct (text calculation field)
 
Calculation: If (  not IsEmpty ( ShiftName_xt ) ;  ShiftName_xt & ¶ & "Shift_ALL" ; "Shift_ALL" )
 
 
 create 2 fields one field for providing search criteria and another for matching key in Staff table.
 
i) zg_FindShift_xt (text global field)

ii) zz_CalFindShift_ct (text calculation global field)

 
Calculation: If ( not IsEmpty (zz_FindShiftName_xt) ; zg_FindShift_xt ;"Shift_ALL")
 

Use the "Staff::zz_FindShiftName_ct" field as a matching key in portal relationship. 

zg_Constant1_xn = zg_Constant1_xn

zz_CalFindShift_ct = zz_FindShiftName_ct

 
Make a self relationship with the Staff table placing its related TOG portal on the Staff Layout to Filter and place the Global Fields to filter the portal or list.
You can repeat the method for both the Staff names and their shifts.
 
Hope it helps you

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