Forum Discussion

ROBERTVALENTINE's avatar
ROBERTVALENTINE
Qrew Trainee
7 years ago

Check a checkbox in table A if a condition in related table B is true

I have two tables:

Table A is used to track vacations for our team.
Table B is used for work shift scheduling

I want to put a checkbox in the table B form that is automatically checked if that particular work day falls on a day that the corresponding employee is scheduled off because they have an approved vacation recorded on table A.

So basically I think I need to write a formula that checks the table A and sees if that employee is scheduled off, and if so, checks the box on table B. But I have no idea how to accomplish this. Help?
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    I've had to implement this type of thing several times.  

    You will want an "Employee Days" table and a "Days" table.

    Assuming you already have an "Employees" table, a "Shifts" table, and a "PTO/Vacation" table.

    Then you can connect all the employee days records to the respective shifts and PTO records through a formula relationship.  Thus you can easily filter out the employees that are "out"



    Matthew Neil - Product Specialist