Syncing Multiple Apps
Our company has multiple work groups who have each created their own apps for project management. Is there a way to sync project information from their apps into one single app. Our Directors are want...
Forum Discussion
Strategically, the first thing to determine is the data aggregation that makes sense to your directors. For our business, sales territories roll up to business units - and a common sales territory unique ID exists in every application. We summarize data at the sales territory level in each application (by count or sum) - and then sync that table across to the central dashboarding application - and then summarize to business unit as needed. This serves two functions - one it limits the size of the sync tables, and two, it optimizes quickbase�s single thread architecture (If you build table relationships to the children apps, you combine everything into one server process and kill performance - so direct table relationships are a big no no).
At this point, if you need the ability to quickly drill down or jump to the underlying data in a child application - use formula-text fields that feed a variable to report in the child application - or formula URL fields. (Same as above, using report links will hurt performance)
At this point, if you need the ability to quickly drill down or jump to the underlying data in a child application - use formula-text fields that feed a variable to report in the child application - or formula URL fields. (Same as above, using report links will hurt performance)
Can employees create a unique work order # or project name in each application? If the work order #s were setup so that there are no duplicates, there is a fairly straightforward way to merge the data tables from the separate apps. The syncs could be set up to run every hour or every day. The table merge could be set up to run via a simple notepad batch file (and windows task scheduler).