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Count how many conversations users have logged with other employees

  • 1.  Count how many conversations users have logged with other employees

    Posted 03-22-2018 13:33
    We have an app that users in our offices are asked to log when they have conversations with their co-workers about monthly subjects. What we are seeing is that various users in a single office are accidentally recording that they are having a conversation with a co-worker that another user has already recorded having. We only want to log 1 conversation with each co-worker per month. I already have a field that populates "yes" or "no" whether the current conversation took place during the current month time period, and have a connected table that contains a list of every co-worker creating a "related co-worker" field. So I would like to have the form count how many times already during the current month time-period has there already been a conversation with the selected related-co-worker.


    If we already have records like
    Current Month?    Related Co-Worker
    Yes                       Bob Smith
    Yes                       Jack Jones
    Yes                      Greg Doe
    No                        Bob Smith
    No                        Sam Garcia

    If I were to add a new record for Bob Smith this month, I would want the form to indicate that there has already been a conversation with Bob Smith with this month, giving a conversation count of 1. In addition, if I add a new record for Sam Garcia I would expect the form to know that Sam Garcia does not have a logged conversation for current month and show 0. Any and all help is greatly appreciated.


  • 2.  RE: Count how many conversations users have logged with other employees

    Posted 03-22-2018 13:36
    I am trying the following field formula with no luck...
    Count([Related Co-Worker],[Related Co-Worker],If([Current Month?],"Yes",1,0),false)


  • 3.  RE: Count how many conversations users have logged with other employees

    Top
    Contributor
    Posted 03-25-2018 05:16
    Without some custom script, it is not possible to evaluate other records that are conditional on items being entered in a form.  Especially with so many variables.  (Dates, resource 1, resource 2) and if those variables are in different orders.

    If you are looking to keep it as 'native QB' as possible, I'd recommend handling this with well designed embedded reports that show existing logs, and connections.  Thus allowing the user easy visibility to the previous logs.


    Matthew Neil - Product Specialistmneil@mcftech.com Phone: 440-201-6050 ext. 476" width="300px">