in Digital Workflow
Create employee dashboards in Quick Base
Lets create a Foreman dashboard that shows a calendar
In this case, each Crew has one Foreman
We will use the Table Relationship to pass their Quick Base account to the Crew
First, invite this Foreman to the app
Once account exists, connect it to the Team record
Now we need to pass the Quick Base account field into the Crews table
To create this lookup, go to the Table-to-table relationships in Crews
Add a lookup field on the Team to Crews connection
Now, if the Foreman's Team record has a Quick Base account, it will pass it to the Crews record
As you should see, the field is now on the Crews table
Lets create the Foreman homepage
Edit the Foreman role's Homepage here
Do this by using Test as a User
Now add the report to the Foreman Homepage
Filter scheduled jobs where Foreman's Quick Base account = Current User
Here I duplicated the normal Schedule calendar by using Save As
Now lets create the Calendar report for the Foreman's homepage
Do this by creating a lookup on Scheduled Jobs from Crews
Now we need to pass the Quick Base user field to Scheduled Jobs for filtering
Now it'll show exactly what the Foreman's experience will be
3 Comments
pickle
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Anonymous
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Anonymous
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