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Reporting Total Hours by Person

Hello,

I have been trying to see if I could find something similar to my issue in the forum, but everything I've tried is not working.

I have 3 apps - Employee, Tasks, and Reporting

  • Employee is the main table for people (one record per person)
  • Tasks utilizes a relationship field to Employee table using Employee Name (employee can have many tasks)
  • Reporting utilizes a relationship field to Employee table using Employee Name as well (one record per employee on Reporting Table)

Since both the Tasks and Reporting apps utilize the Employee app as the relationship, I thought I would be able to link data from the 3.

On the Reporting App, I am looking to pull in the total hours for a specific employee (based on the record name). When I try to do the calculation, the references to the Task app do not appear.

Is there something else I need to consider when two apps utilize the same source for relationships?

 

Steven Lantz

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Hi Steven,

in a calculation field you can reference the directly related app only: in Employee you can reference Task AND Reporting, in Task you can reference Employee, in Reporting you can reference Employee

To get access from Reporting to Task you must use Employee as an "intermediate" app, means: first you must pull the data from Tasks into a (always hidden) calculation field in Employee and then you reference this calculation field(s) in Reporting. There are different ways how (in which format) you can transport the data from Tasks to Reporting. 

The easiest way would be to do the reporting in the Employee app. But I assume that the Employee app can be seen by many users and you don't want to show the reporting results in the Employee app. Workaround: Do the reporting in a hidden calc field in Employee and pull that field into the related Reporting item. 

If you use Globiflow you can implement another workaround: Connect Task and Reporting directly. First you need to add a hidden relationship which points to Reporting in the app Tasks. Then you need 2 flows in Tasks:
When item is created 
Custom Calc Filter: [Rel. field to Employees] != null
Get Referenced items from Employee
Update this item in field
Rel. to Reporting = Value [Ref Employee Item(s)

Second flow: 
When item is updated 
If field Employee changed 
Get Referenced items from Employee
Update this item in field
Rel. to Reporting = Value [Ref Employee Item(s)

Now you can do the calculation in Reporting cause you've access to each related Task.

Rainer

Rainer Grabowski 0 votes
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