Filtering with second relationship

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Panu Heinonen

• August 23, 2017 07:57

Hi.

Just simple thing. I have simple workspace structure as following:

1. Client
2. Project
3. Worktime

So, in worktime I book the time I used on particular day and to particular project. There may be multiple projects for the same client.

Now I need to list my worktime entries by Client somehow. I have made calculation fields to Project and Worktime to get the client name by string. But I cannot filter the worktime entries with it.

Is there some way that I can get filterable reference of the client straight to the Worktime app? I have't figured out any way to do this...

 

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  Rainer Grabowski

  • August 23, 2017 10:44

  Hi Panu,

  1. Do you mean: Filtering in an app view (e.g. table view) or filtering in a calculation field?

  2. How are your 3 apps related? Which app references which one in which way (= where's the relationship field)?

  3. Do you use Globiflow?

  Rainer

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  Panu Heinonen

  • August 23, 2017 11:41

  1. App view. I think there's no practical way to do the listing in calculation field. Apparently you cannot filter things in app by string type calculation field?

  2. Client is created first. Then the Project is created and relationship to client is there. In time entry you choose the project. In every case only one reference is allowed.

  3. No I don't.
  
  Only workaround I figured out is to choose all the projects for particular client, but it's not very practical in long run.
  
  There is no way to "heritage" field from another app?

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  Rainer Grabowski

  • August 24, 2017 18:43

  Hi Panu,

   I think there's no practical way to do the listing in calculation field.
  You can filter everything in calculation fields. I've created many Report-Apps which connect dozens of apps and with filters which are far more flexible and granular as the App view filters. The results are calculated and displayed in calculation fields  

  Apparently you cannot filter things in app by string type calculation field?
  Unfortunately not, you're right.

  In your case you need a relationship field. Add one(e.g. called "Client") in the worktime app which points to the Client app.
  Then in the Project app add a calculation field (e.g. called "Number related worktimes")  which can be always hidden. Then enter @all of some field in Worktime app.length.
  "some field in Worktime app" can be each field in worktime except a relationship field (maybe a date or a number field).
  Then create a Podio flow (if you don't know how, check the Podio Help for it, please).
  The flow should look like this.
  When
  item is updated
  field ""Number related worktimes" changes
  Then
  Update item in ... (select: Incoming -  the relationship field in Worktime which points to Projects).
  Then click in the field Client and select the relationship field to Client in Projects.
  
  Now the Client will be automatically added to each Worktime item and you can filter for the client in Worktime.
  
  If you want an overview in each Client item, how many hours have been booked in this client you can do that through calculation fields (even with a list or table which shows project, date, employee, hrs .... with a hyperlink to each Worktime item).
  
  Hope this helps,
  Rainer
  Btw: Globiflow (available only in Podio Premium plans) is an investment with a worth return. 

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