Forum Discussion
This one is going to be a little messy.
When receiving messages, you can't really deliver the context of what "project" a message is associated with, unless you can somehow convince your customer to write the id with every message
If a phone number is unique to a project, you have a couple options.
Option 1:
Create a table for "phone numbers" and change the primary key to the "phone number" field. Then relate every "message" to it's parent "phone number" record. Then relate "projects" to "phone numbers", where each phone number can have many projects. With that done, you can create a "report link" field in the "Projects" table that shows messages when the field Project: Related Phone Number is equal to the field Message: Related Phone Number. Now, when a message is created all you need to do is write the sender's phone number to the "Related Phone Number" field of the message table, and your messages should show as expected.
Here is a relationship diagram:
Lucid Chart Link
Option 2:
Add a step to your incoming message recipe. This step should search for "projects" where the value in "phone number" is equal to the number of the message sender. For each project found, create a "message" record and write the "Project ID" to the corresponding reference field in each new message record.
I expect that you may run into some issues with formatting, but as long as you standardize input from those creating phone number records or entering phone number values to match the way that Zapier formats the text, it should work out okay.
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Justin Torrence
Quickbase Expert, Jaybird Technologies
jtorrence@jaybirdtechnologies.com
https://www.jaybirdtechnologies.com/#community-post
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