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PhelanSanders's avatar
PhelanSanders
Qrew Assistant Captain
8 years ago

Assign Multiple users that belong to a particular team (Provider/Vendor) to one Case

I have a table Called "Providers" and a table called "Case Management (cases)" Each provider may have multiple case workers assigned to them. Each provider may have multiple cases assigned to them. In...
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MCFNeil's avatar
MCFNeil
Qrew Captain
8 years ago
This is a fairly common need.  You will have 4 tables involved.

Provider -> (has many) Case Workers
Provider -> Cases

Cases -> Case Assingments
Case Workers -> Case Assignments

The "Case Assignment" table is your joined table (sometimes incorrectly called a many-to-many).

The kicker for this one will be to make sure that the "Case Worker" dropdown on the assignments table is conditional upon the [Related Provider].  That way you will only display the Case workers that are assigned to that particular Case.

Does that help?  Let us know if you are stuck anywhere.
  • PhelanSanders's avatar
    PhelanSanders
    Qrew Assistant Captain
    8 years ago

    Thanks Mathew,

    I have created the tables above, however, I believe I am now having issues with the conditional Dropdown. It is giving me the message "First choose a Provider Staff (Case worker)" in the assignments table. I will like to only show those case workers related to the provider.

  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    When using the option of "Conditional Values" be sure to use the fields [Related XXXXXX].  

    So you will pick the provider on the Case, but in the child table, you will need to pass that field as a lookup.  So pass the [Related Provider] field to the child table of 'assignments'.

    Place that lookup field anywhere on the form, and then have your dropdown for "Case Worker".
  • PhelanSanders's avatar
    PhelanSanders
    Qrew Assistant Captain
    8 years ago
    Worked! I appreciate it!!