We are building out a CRM like table in Coda. We often have contacts who play different roles on different projects. They might propose on one project (in which case, we want them to be listed as a someone we requested a proposal from) but they might only be hired for a few. How would I do this in a…

One way I can think of is through creating multiple relation columns from “Projects” to “Contacts”. In “Projects”, you can name each relation column with the dedicated role of the contact. So, you can have one relation column called “Proposal from”, and one relation column called “Collaborators”, fo…

Thank you, Simone. I understand what you are proposing. You are essentially saying I would need a unique column for each distinct “role”. I’ll certainly give that a shot. My only concern is that the example I gave was convenient but doesn’t perfectly reflect reality. The more common case is that we…

Hi Mebra, It is not necessary to create a new column for each relation - you can have a single column which is a select list, that contains all the roles, and then you select from that list. The next step could then be to say a person can only play certain roles. In that case you would create a t…

As far as the super tags go, below is a doc that is a slimmed down version that I use to manage my work. (Personally and professionally.) At the heart of it is a dbThoughts table. This table contains two cross reference columns, which cross-references to the table itself, using the Relation column …

You can also have a look at this: [image] Fetch all row mentions in a canvas? I would like to fetch all @refs inside a Canvas object, so that I can use it to auto-populate table relationships. In other words, if someone includes @Alora in the canvas, then the Desired Out…

Thank you Piet! This is very helpful

How do I link the same contact to multiple projects in different ways?

Superhuman Ask the Community

Piet_Strydom October 19, 2023, 8:33pm 6

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How do I link the same contact to multiple projects in different ways?

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